01/21/2022
Financial Consulting Associate
We are an independent wealth management firm, and provide customized planning solutions to individuals, families and businesses. If you are looking for a career that allows you to make a difference, contact me.
Experience:
• An understanding of the industry, financial concepts, product knowledge, investment management, and client-service strategies
• Microsoft Office Suite – Outlook, Excel, Word and PowerPoint
• Knowledge of eMoney or similar financial planning software.
Education/Licenses:
• Bachelor’s Degree.
• Successfully obtain insurance license.
• CFP a Plus