Financial Analyst – Relationship Manager
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Role Overview
Assist the Senior Financial Advisor’s provide comprehensive financial planning advice to top executives at the Fortune 500 companies and other high net worth individuals.
This position is a stepping stone to managing your own clients when qualified.
Candidate should have knowledge in the following area’s but will train the appropriate candidate.
Income Tax, Employee Benefit’s, Estate Tax & Wealth Transfer, Investment, Insurance (life and property & casualty)
Tax or Law background is a plus.
We are looking for a detail oriented and customer focused person that can handle multiple tasks at the same time.
Significant & rapid compensation & advancement opportunities for the appropriate candidate.
Full Job Posting
Job description:
Assist the Senior Financial Advisor’s provide comprehensive financial planning advice to top executives at the Fortune 500 companies and other high net worth individuals. This position is a stepping stone to managing your own clients when qualified.
Candidate should have knowledge in the following area’s but will train the appropriate candidate.
Income Tax, Employee Benefit’s, Estate Tax & Wealth Transfer, Investment, Insurance (life and property & casualty)
Tax or Law background is a plus.
We are looking for a detail oriented and customer focused person that can handle multiple tasks at the same time.
Significant & rapid compensation & advancement opportunities for the appropriate candidate.
Job Type: Full-time
Salary: Commensurate with experience
Required education:
Bachelor’s
Preferred experience:
tax or financial planning: 2 years
Preferred license or certification:
CFP, CPA
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About Personal CFO Solutions
Independent firm providing comprehensive financial planning and wealth management.
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