Financial Planning Advisor - (US-MA-Waltham)
Financial Planning Advisor - (US-MA-Waltham)
Compensation: $80K - $115K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: W232806JA
Experience Required : 5 - 10 years
Degree Required : 4 Year Degree
Work in conjunction with Relationship Managers, Investment Specialists and other planning specialists to identify, evaluate, implement and administer complex financial planning and investment strategies in serving high net worth client families. The primary emphasis of this position will be the quantitative evaluation and presentation of strategies that complement the objectives of clients. The scope of activities will include estate, cash flow, asset allocation, retirement, tax and other related areas.
Candidate Must Have :
* Minimum 5 years in Financial Services
* Strong Investment Experience
* Tax OR Financial Planning Knowledge
* CFA or CFP or CPA (in the desired order)
* Direct client experience
Email resume in Word to thebiggamehunter@cisny.com. Please include the job code for the position with your resume.
NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.
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posted by Unknown at 3:37 PM
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