Assist in financial planning projects and financial analysis Interface with clients over the phone and in person Prepare tax projections and asset-allocation, retirement, education-funding, insurance and estate-planning analyses
Education & Experience Bachelor's degree required in Finance, Economics, or business related field 2 years of experience in a financial services/asset management industry FINRA Series 7 license preferred, other related licenses may be considered Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Quick Apply
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