Vacancy expired!
Our North Canton based Financial Advisory firm is looking for a career-minded and highly motivated professional with a background in either finance/accounting/financial services to work within our planning team.
This is a salaried supporting role position within our team. The primary responsabilities of this role will involve:
-Building out plans within our financial planning software.
-Working with the advisor team in order to prepare for client meetings
-Keep existing clients data/figures/facts up-to-date throughout the year, and communicate with the clients in order to do so.
The ideal candidate will have an accounting/finance background and will be skilled and enjoy working with numbers. A bachelors degree in finance/accounting/planning is strongly desired but not required.
All interested candidates please reply with your resume.
Vacancy expired!