CFP Certified Financial Planner

Recruiter
SEC Registered Investment Adviser
Location
Stamford
Salary
Competitive
Posted
Oct 07, 2016
Closes
Oct 26, 2016
Employer Type
Direct Employer
Employment Type
Permanent
Hours
Full Time
Job Description:

We are seeking a Certified Financial Planner to join our team. Responsibilities:Assist with client meetings and client requestsWork with portfolio manager to review performance Prepare presentationsBuild relationships with existing clientsProvide the highest level of service ???Qualifications:CFP Ability to build rapport with clientsStrong analytical and critical thinking skillsExcellent written and verbal communication skillsBackground checkReferences from last three employers