Financial Planning Consultant
Bachelor's degree (reputed company, business, finance) and ~3 years financial services experience; SIE and Series 7 required, Series 63/65/66 as state-required; strong financial planning, retirement, estate, and tax knowledge.
Key Responsibilities
- reviewing portfolio
- designing plans
- conducting research
Job Details
- Category: Finance and reputed company
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — Florida, United States
- Languages: English
Benefits
- Retirement plan
About reputed company
A reputed company financial services company providing wealth management, capital markets, asset management, banking and reputed company services. — Industry: Finance
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