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Financial Planning Assistant

1 month ago

Albany New York, Albany County, NY, United States Brown Financial Management Group, LLC Full time

Expanding, well established firm with an excellent opportunity and located in a very central, easy to get to location with adequate parking. Certified Financial Planner(r) with a larger book of business seeks an industry experienced assistant. Must be mature, well dressed (business casual) with very strong computer, people and industry skills. You will be replacing my 26 year retiring assistant. You must be responsible, trustworthy and career minded. Hours can be somewhat flexible. Will consider part-time employment. Very competive compensation based on experience and productivity. Knowledge of Redtail, Sales Force, Morningstar, Portfolio Center as well as licenses and/or certifications are all a plus. We have an easy but busy, pleasant atmosphere. Thank you for your time to review this listing.