Financial Planner/Para Planner

Immediately
Nevils Financial LLC
Barbara Nevils
607 North Ave. Building 18 Wakefield, MA 01880 Phone: 7812588396
barbaranevils65@gmail.com
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Small financial planning firm is looking for administrative/professional support. The ideal candidate would be interested in the Financial Planning profession and have started or finished the CFP courses. Candidate should be a self-starter with technical and software skills. Initially the candidate would support the two Financial Advisors and learn the administrative tasks associated with Financial Planning and Investment Management. We will train. Hourly rate of $25-$50 per hour is commensurate with experience and education. Remote work is an option with some occasional meetings in office. Office is located in Wakefield, MA.