Busy Certified Financial Planner™ professional needs independent, assertive, very personable, strong communication skills, massively organized, entrepreneurial spirited person with computer knowledge(Outlook, Word, Powerpoint, Publisher, Etc.). Previous investment, tax preparation, and/or insurance experience preferred. Full time. Coordinating seminars/mailings, advertising, marketing, case management, tax preparation, and client relations.
Job Type: Full-time
Pay: $40,000.00 - $79,680.00 per year
Benefits:
- Flexible schedule
- Health insurance
Weekly day range:
Experience:
- Microsoft Office: 1 year (Required)
- Administrative experience: 1 year (Required)
- Administrative & Business Operations: 1 year (Required)
Security clearance:
Work Location: In person