Job Summary
A financial management firm is searching for a person to fill their position for a Telecommute Associate Planner in Baltimore.
Must be able to:
- Directly support a team of lead planners working remotely across the country
- Help prepare lead planners for client meetings
- Assist lead planners in managing their practice more effectively by reaching out to clients to schedule meetings
Skills and Requirements Include:
- Bachelor's degree or higher
- CFP designation
- Able to partner with operations team members to manage all client account operational items
