Employment Type : Full-Time
Proactively guide high-net-worth clients in the financial planning areas of retirement income, estate, college funding, tax strategy, insurance, investments, charity, and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complementary advisors such as CPAs, attorneys, and others. Continuously learn the latest developments in all areas of financial planning. Please email your resume to liz@abarisfinancialgroup.com by copying the contents of your resume into the body of the email. Please include a list of software programs you have used. Attachments to emails and phone calls are NOT accepted
How to Apply?