Position Information

Financial Planning Associate
Seeking associate with background in comprehensive financial planning (CFP preferred) to join great team of financial advisors and support staff to help prepare for client review meetings, data gather financial info from existing clients and prospect to apply financial planning software for analysis, and help provide exception service to existing client.  Also applicant must want to have do good and have fun with this certified B Corp in Hudson Valley region of NY
Position: Financial Planning Associate
Organization: JSA Sustainable Wealth Management
Location: Rhinebeck,  NY 
United States
Salary: TBD
Posting Start Date: 11/16/2020
Date Posted: 11/16/2020
Requirements CFP preferred
FINRA Series 7, 63, and 65 or 66 registrations
Three-plus years experience in financial services industry
Great listener and communicator
Trustworthy and caring
Provide exceptional service
Status: This listing expires on: 12/31/2020
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Organization Information
JSA Sustainable Wealth Management
7 Livingston St

Rhinebeck,  NY 12572
United States
(845) 876-1923
(845) 876-4105
Jeffrey Scales