Professional Services Education : 4 Year Degree Experience : At least 2 year(s) Travel : None Post Date : 8/16/2012 Description
Established Metrowest Registered Investment Advisory firm seeks a .
Specific duties include but are not limited to: Gather and analyze client financial data Develop and present financial plans for new and existing clients Assist in running employee education meetings for retirement plan clients Prepare presentation and/or material for client meetings Create proposals for prospective clients Handle spill over workflow from advisors in the office Provide service and operational support to high net worth clients Candidates must possess strong organizational, presentation, and interpersonal skills. Candidates should be detail-oriented and flexible with good time management skills. Previous experience in the financial services industry is required. Competitive salary and benefits package. Requirements Completed four year college degree Proficiency with Windows based software and a general proficiency with computers Willingness to complete all licensing exams and the CFP® program
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