Advanced Financial planner needed! asap!in one of the Elite Financial Advisory firms. Candidate will work with seminar invites, help the new reps when they are hired, as well as schedule meetings for Managing Partner.
Developing new prospects and client relationships.; Developing comprehensive financial plans for clients from start to finish. (Individual as well as small business clients.) Develop and implement detailed financial plans for clients. (Investment policy statement, quarterly performance reporting, monthly account statements, asset allocation modeling, manager and security selection and monitoring and risk management. Our client has been very successful, a large part due to their commitment to operational excellence. They have leading technology, processes and client servicing capabilities. Our client has a very flexible platform to meet the needs of diverse clientele
Will target market business owners, consultants, attorneys, CPA’s, commercial real estate, hedge fund, private equity and more.
Training in advanced markets, and complex issues