We are seeking an organized and self-motivated individual to provide full-time assistance with Financial planning and client service to our Advisors.

We are a fast growing firm that provide an excellent working environment and competitive compensation package. The initial position will be responsible for the following:

• Creating financial plans using our planning software, E-money
• Analysis of client profile and financial situation details
• Work and communicate with clients as needed to complete financial plans 
• Trade execution for Advisors including using block trades
• Administrative and client service tasks as client needs arise
• Other operational duties and responsibilities as they arise in day to day situations.