Busy Certified Financial Planner™ professional needs independent, assertive, very personable, strong communication skills, massively organized, entrepreneurial spirited person with computer knowledge(Outlook, Word, Powerpoint, Publisher, Etc.). Previous investment, tax preparation, and/or insurance experience required. Full time. Coordinating seminars/mailings, advertising, marketing, case management, tax preparation, and client relations.
Job Type: Full-time
Pay: $40,000.00 - $79,680.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Weekly day range:
Ability to commute/relocate:
- Elkhorn, WI 53121: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
- Microsoft Office: 1 year (Required)
- Administrative experience: 1 year (Required)
- Administrative & Business Operations: 1 year (Required)
Security clearance:
Work Location: In person