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We require a Financial Planning Assistant [FPA]. Using the Cheshire Wealth Management Financial Planning Software Suite, the Financial Planning Assistant will perform data entry, research, data analysis, financial planning what-if scenarios, and plan generation.
The Financial Planning Assistnat will interface with Financial Advisors regularly, and will apply our techniques of financial planning and analysis to the data provided. The FPA should be proficient with Microsoft Office Suite.
FPA must demonstrate organized but flexible thinking around financial planning concepts. The FPA should be familiar witht he 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 ...
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