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favorite this post Finance/Accounting background, Financial Planning Firm associate (North Canton) hide this posting unhide

cleveland ave at applegrove

(google map)

compensation: Dependent upon previous experience and skill-set. $30,000 to $40,000 entry wage.
employment type: full-time

Our North Canton based Financial Advisory firm is looking for a career-minded and highly motivated professional with a background in either finance/accounting/financial services to work within our planning team.

This is a salaried supporting role position within our team. The primary responsabilities of this role will involve:
-Building out plans within our financial planning software.
-Working with the advisor team in order to prepare for client meetings
-Keep existing clients data/figures/facts up-to-date throughout the year, and communicate with the clients in order to do so.

The ideal candidate will have an accounting/finance background and will be skilled and enjoy working with numbers. A bachelors degree in finance/accounting/planning is strongly desired but not required.

All interested candidates please reply with your resume.
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6813227589

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