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Financial Advisor/Planner Jobs
Company | Moldenhauer & Associates |
Address | , Orchard Park, 14127, Ny |
Employment type | |
Salary | |
Expires | 2023-07-22 |
Posted at | 11 months ago |
As an established financial planning firm in Orchard Park, we are growing. We can tailor the position around the persons skill set and experience. While a successful track record is important, we are most concerned with character, integrity and work ethic.
Job description: Prepares financial plans for people covering various aspects of personal finance which includes: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners). Create a financial plan - a detailed strategy tailored to a client’s specific situation, for meeting a client’s specific goals.
This is a career opportunity for the right person. If you are concerned at all with where your career is going, send a confidential resume along with a cover letter to info @moldenhauerassociates.com
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