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