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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• Financial Background
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office software
• Analytical and problem solving skills
• Organized and detail-oriented... Apr-23-2012
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Qualification Criteria
-3-5 years of financial services experience (preferably as an investment sales producer)
-Experience in utilizing a planning process or methodology
-Series 7, 66, or 65 & 63... Apr-16-2012
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