What are the responsibilities and job description for the Comprehensive Financial Strategist position at Planning Alternatives?
Benefits and Qualifications
We offer a competitive salary with performance-based incentives, comprehensive benefits package, including health insurance, retirement plans, and paid time off. The ideal candidate will have a Bachelor's Degree in Business, Finance, or a related field from an accredited college or university, CFP designation, and 3 years of industry experience as a Financial Advisor. They will also possess strong knowledge of investment business and financial planning principles, experience with financial planning software such as eMoney, and proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
We offer a competitive salary with performance-based incentives, comprehensive benefits package, including health insurance, retirement plans, and paid time off. The ideal candidate will have a Bachelor's Degree in Business, Finance, or a related field from an accredited college or university, CFP designation, and 3 years of industry experience as a Financial Advisor. They will also possess strong knowledge of investment business and financial planning principles, experience with financial planning software such as eMoney, and proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
