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 Licensed Financial Planning Assistant

Details
Country: USA
Location: Virginia-Northern Job location not provided
Total applied: 40
Salary/Wage:35,000.00 - 50,000.00 USD /year
Job Category:Administrative/Clerical
Location:Job location not provided
Status:Full Time, Employee
Occupations:Administrative Support
Career Level:Experienced (Non-Manager)
Licensed Financial Planning Assistant

Sterling Financial Partners is a full service comprehensive financial planning firm. We are seeking a full time Licensed Financial Planning Assistant in our Ashburn, VA office.

Duties will include entering client data into planning software, completing comprehensive financial plans and reviews.  Candidate will be responsible for all aspects of securities processing, administration, and service for clients of the firm to include: presale preparation of paperwork, processing of forms and applications, follow up and reporting.  A series 7 license is required.

We offer qualified candidates: salary with benefits and a friendly,

professional work environment.   

 

 

 

 

 

 

 

 

If you have strong writing and organizational skills, are an analytical thinker, pay attention to details and have the ability to meet deadlines in a multi-tasking environment, please email your resume to ed@sterlingfinancialpartners.com

 

 

 

 

- Apply for Licensed Financial Planning Assistant


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