$25.12 to $29.08 per hour
Accountemps is looking for a skilled Financial Planner for a start up firm from New York that is moving to Tampa. This is financial planning position that is client facing but not commission based. We are looking for a experience in individual who is a quick learner and a multi-tasker. . The ideal candidate will have prior experience in personal finance/wealth management, and 1+ years of financial planning experience. This position will be client facing and require keen client relationship management skills. As a planner at Stash, you will be responsible for executing a cutting-edge financial planning experience for a generation. You will have a vital role in helping the next generation of wealth in this country. Candidate will be interacting with financial planning software on a daily basis to execute Stash?s proprietary planning experience - for which you will receive on the job training. Experience with MoneyGuidePro or eMoney is a plus. Primary Responsibilities include: - Building budgets and financial reports for clients - Holding virtual and in person meetings to go over client lifestyle and current assets / income to determine a financial plan - Responding quickly and accurately to client questions - Willing to obtain Series 65 Series 7 or CFP. This is a temporary to full-time opportunity at an outgoing / creative finance firm that is willing to pay up to $55,000 first year starting salary.If you are interested please send your resume to Austin at [Click Here to Email Your Resumé]
- Willing to obtain series 65 series 7 - Strong communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations - Creative problem solver who anticipates risks and opportunities and maintains a vision for continuous improvement - Budget forecasting experience - Financial planning experience desired - Proficiency in budgeting - Microsoft Excel experience - Spreadsheet and ERP system experience is ideal, but not required - BA/BS degree in finance or a related field - Financial planning analysis (go-to-market experience preferential)
Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com
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All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
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$25.12 - $29.08 /Hour
Accounting, Finance, Professional Services