Jr. Financial Planner

Jr. Financial Planner

 

Join our team! Work for a million dollar producer that specializes in retirement planning/ 401k rollovers.Must be Series 7 and Life Insurance Licensed.Service existing clients and help attract new clients from seminars and referrals. Must be ambitious self starter in a fast paced, growing downtown Boston office. Huge opportunity for Growth.

Competitive salary, bonus and Health Insurance. Apply only if you have three years experience as a financial planner or a licensed sales assistant. 

 

Skills Needed:

 Computer (Goldmine, Power Point, Excel, Word, Outlook)Effective Public SpeakingTop Notch Customer Service SkillsExecute Trades/ Manage Wrap accounts  (know asset allocation, attention to detail)Research (Morningstar, Principia, stock Research)Team Player/ Administrative (file, answer phones, new account follow up)Marketing (Public Speaking, Referrals)Hard Worker/ ReliablePositive AttitudeEasy to Work withCreative (gives input for new ideas)Quick Leaner and Inquisitive

 

Please e-mail resume to  wendy@bolvinwealth.com   Best of luck in your search!