Positions Available

Positions Available

If you are interested in obtaining more information or applying for one of the following positions, please email or fax your request and/or resume to us. Please use the "Feedback" or "Contact Us" page.

Administrative Assistant

Duties.

1. Correspondence.
2. Filing.
3. Data entry.
4. Report preparation.
5. Bookkeeping.

Financial Planning Assistant

Duties

1. Organizing client information.
2. Assisting with the preparation of Investment
Policy Statements.
3. Assisting with the preparation of Financial
Plans.

Investment Advisor/Financial Planner Associate.

Requirements.

1. Experienced.
2. CFP or CFA.
3. Series 7.
4. BS or BA.
5. MUST BE truly computer literate.
6. A clean regulatory record is mandatory.