Associate Financial Planner - (US-TX-Dallas - 75398)

Minimum Education: None
Jobcode: 59727763
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The Associate Financial Planner assists a financial planner by speaking with clients, handling client requests, and inputting clients into the computer systems. This person will have contact with clients, so this person should have excellent communication skills.
Salary from $35,000 to $45,000 annually.

Experience:
Degree required.
CFP (Certified Financial Planner) or Series 7 certification required.
3 to 7 years experience in financial planning or investments required.
Due to the volume of response, we will only be able to reply to fully qualified candidates.

Keywords:
Series 7, CFP, Financial Planning, Investments

Additional Information

Salary: $35,000-45,000

Benefits: | Health || EOE || Dental || 401k || Paid Vacation || Life |