More than 6 months –
Less than 10 hrs/week –
Conduct financial analyses (financial para-planning). Identify and understand client tax returns, bank statements, trust documents and planning concepts Prepare financial plans. Data gathering, evaluation, organization, and input. Run planning software and facilitate interaction with support groups Communicate with clients regarding their financial situations and objectives Process handling of individual product solutions and applications (investments, life insurance, long-term care products and others).
Ideal candidate has: Ability to understand financial planning concepts, recognize/read personal and corporate financial documents, take direction, and ...