Knowledge, Experience and Learning Expectations
* High focus on self-discipline, organization and adherence to established processes and systems
* Ideal candidates will be well-spoken, confident... May-10-2012
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Qualifications:
• A minimum of ten years business experience in financial services
• CERTIFIED FINANCIAL PLANNER™ Designation, or actively pursuing CFP® Designation
• Superb written commu... May-08-2012
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• Bachelor’s degree required. (Finance, Business, Economics or Accounting preferred)
• CFP designation preferred.
• Completion of Securities and Insurance examinations a plus.
• CFA or CPA designat... May-03-2012
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Bachelor's Degree;
Master's Degree a plus;
CFA preferred or currently sitting for exams;
CFP is not necessary but a plus. We are looking for an analyst that will assist us in all components of por... Apr-24-2012
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