Job Summary
A financial services company needs applicants for an opening for a Telecommute Financial Planner.
Candidates will be responsible for the following:
- Effectively managing client base
- Providing advice around stock options
- Assessing client's financial circumstances and investment objectives
Position Requirements Include:
- 2+ years' experience developing, positioning and presenting comprehensive financial plans
- Familiarity with taxation and planning around equity compensation
- Bachelor's degree
- Proficiency in MS Office Suite
- An obsession with technology and computers