Minimum of Bacherlor's Degree in Financial Planning or a related field. Must have critical thinking skills, able to prepare excel spreadsheets, doing research and using basic software found in a fina... May-14-2012
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The candidate should have excellent communication, computer, and self starting qualities. The ability to complete tasks on time and with high accuracy. Assistant to the principal planner of the firm h... May-13-2012
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Bachelors Degree required; major in Accounting, Finance, Economics or Mathematics preferred
CFP®, CPA, CFA or MBA required
Five or more years relevant work experience
Knowledge of the financial... Apr-25-2012
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Qualified applicants will have a Bachelor’s Degree with a Finance/Accounting emphasis, preferably with 1-3 years of experience in the financial services industry. He or she will be organized and deta... Apr-16-2012
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