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Para-planner

Accountant 2

Position Title Senior Accountant - Corporate Accountant - Assistant Division Controller Job D...

UNIX/NT Systems Cnslt

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Proj Trckg & Mgmt Sys Admin

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Competitive Product & Pricing Analyst

Arbella Insurance Group is one of the leading property and casualty insurance providers in New E...

Financial Analyst

Our client is an established, reputable financial services company that actively purchases ...

Participant Accountant

The Participant Accountant will process daily recordkeeping transactions such as financial ...

Reconciliation Specialist

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Collections Associate

Holliston Company looking for a Collections Associate Reporting directly to the Controller this ...

Operations Financial Analyst

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Portfolio Reporting Analyst

The Senior Reporting Accountant is responsible for the timely review of financial statements, ...

Para-planner

Details

Country: USA
Location: MA Salem
Total applied: 43

Relevant Work Experience: 1+ to 2 Years
Career Level: Entry Level
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day)

Para-planner

Para-Planner/Financial Planning Assistant

Cabot Money Management, Inc., a leading wealth management firm located in Salem, Massachusetts seeks a Para-planner/Financial Planning Assistant. This individual will assist in the preparation of financial plans for clients. This position will require interaction with both our financial consulting and portfolio management team and will involve areas such as tax, estate, financial and insurance planning. Strong writing skills and an attention to detail are critically important for this position.

The successful candidate must have a Bachelor?s Degree. Experience in professional financial, legal or tax practices a plus but we are willing to train the right candidate.

Salary will be commensurate with experience.

- Apply for Para-planner

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