We are seeking a fully licensed individual to assist with a growing Financial Planning Practice. Duties include; RMD calculations, Advisory accounts management and all trading activity,Place trades for Variable Annuity products and sub accounts, Assist two Financial Planners with client service and Financial Plan design.
5 years experience desired.
Requirements:
Fully licensed, 5 years experience with independent channel. knowledge of Mutual Funds, variable Annuities, Life Insurance and Estate Planning.
