Skip to main content

This job has expired

Financial Planning Assistant

Employer
Brown Financial Management Group, LLC
Location
Westmere, New York, United States
Closing date
Aug 10, 2024
View moreView less
Job Role
Financial Planning & Analysis
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Expanding, well established firm with an excellent opportunity and located in a very central, easy to get to location with adequate parking. Certified Financial Planner(r) with a larger book of business seeks an industry experienced assistant. Must be mature, well dressed (business casual) with very strong computer, people and industry skills. You will be replacing my 26 year retiring assistant. You must be responsible, trustworthy and career minded. Hours can be somewhat flexible. Will consider part-time employment. Very competive compensation based on experience and productivity. Knowledge of Redtail, Sales Force, Morningstar, Portfolio Center as well as licenses and/or certifications are all a plus. We have an easy but busy, pleasant atmosphere. Thank you for your time to review this listing.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert