Mitman, Reese and Associates and Atlanta based Financial Advisory - TopicsExpress



          

Mitman, Reese and Associates and Atlanta based Financial Advisory practice is seeking a fulltime (40 hours/week), fully licensed Paraplanner/Financial Planning Analyst for the practice. Licenses include Series 7, 66 and GA Life/Health. Key responsibilities include client service, financial planning advice, financial planning case preparation/deliverables, investment management, and trades/transactions Successful candidates will be highly dependable and trustworthy, analytical, have a high level of organizational skills, attention to detail and accuracy, self-motivated, have excellent written and verbal communication skills, ability to handle multiple responsibilities, consistently follow high standards of business/professional ethics when dealing with others and performing work activities, and have a desire to grow within the practice. Qualified candidates will hold an associate degree or higher, their series 7, 66 and GA life/health licenses, have 1+ years of similar work experience, preferably in the financial services industry, and a desire to grow and learn in the industry. Please include a cover letter stating why you are interested in and suited for this position along with a resume and compensation interest when responding. Please respond to todd.4.mitman@ampf
Posted on: Wed, 13 Aug 2014 19:46:35 +0000

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