High volume financial planning practice with 6 offices in 3 states. Our team provides comprehensive financial planning to high net worth clients. Services include tax planning and preparation; estate and legacy planning; income; investments; long-term care; and all facets related to the needs of retirees and those soon to be retired.
You MUST have 10+ years of customer service/planning with a RIA or BD. Knowledge of emoney and redtail preferred.
Primary responsibilities will include creating the financial plan and assisting in the implementation.
Job Type: Full-time
Pay: $75,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Vision insurance
Schedule:
Experience:
- Emoney/Red Tail: 3 years (Required)
License/Certification:
- Series 65, 66, or CFP (Required)
Work Location: In person