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We require a Financial Planner [FP]. Using a Wealth Management Financial Planning Software, the FP will perform data entry, data analysis, financial planning what-if scenarios, research, and plan generation. The FP will interface with Financial Advisors regularly, and will apply our techniques of financial planning and analysis to the data provided. The FP should be proficient with Microsoft Office Suite as well. FP must demonstrate organized but flexible thinking around financial planning concepts. The FPA should be familiar witht the following topics: 1. Retirement Planning including investment account choices 2. Education Planning incuding investment account choices 3. Risk Management including Life Insurance, Long Term Care Insurance, and Disability Insurance solutions 4. Basic Estate Planning Concepts We will provide remote training for the Cheshire Wealth Management Financial Planning Suite as well as our template library for finished financial plans....
Skills: Budgeting &a...
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