Excellent written and verbal communication skills
Basic understanding of the financial planning process
Attention to detail
Comfort interacting with high net worth clients, attorneys and CPAs
Comp... May-20-2012
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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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The Objective and Opportunity
A flexible 8-week part time program designed specifically to provide Certified Financial Planner™ candidates a “practical experience track” and help build a network of... May-11-2012
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Certified Financial Planner - Premier Financial Alliance
We are now seeking entry-level business professionals to help us expand around the Washington Metropolitan Area. As a Certified Financial P... May-01-2012
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Understanding of the concepts of financial planning
Computer savvy
Strong verbal and written communication skills
Highly organized
Focused and able to meet time-sensitive goals Assist in preparing... Apr-27-2012
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