Financial Planner Job at Liberty Personnel Services
Financial Planner
Willow Grove, PA
Role:
A leading and rapidly growing professional services organization is looking to expand their wealth management practice by adding an additional financial planner. The wealth management practice is a supplemental piece of this organization that helps small to mid-sized business owners plan their wealth. As a Financial Planner, you'll work with business owners, the families of the business, and others within the business to develop relationships, gather client information, help prepare their retirement and investments, as well as manage the portfolio of investments.
Qualifications:
Bachelor's degree in Accounting, finance, Economics, or similar discipline.
Masters or MBA is a plus
Certifications - CFA or similar a plus
Working Situation:
This is an in office position because of the role's visibility to the executive team and clientele. There will be flexibility to work from home but this is primarily an in office position.
Apply:
To be considered for this opening, please apply to KK@libertyjobs.com
Please add me on LinkedIn!
Kris Kieres
Liberty Personnel Services
484-238-1976
kk@libertyjobs.com
https://www.linkedin.com/in/kriskieres/
I have multiple full-time direct hire openings if this is not the right fit and you want to be considered for others!
Industry
Manufacturing
Employment type
Full-time
Experience
Senior Associate, Lead
Job function
FP&A, Finance, Decision Support, Strategy
#libertyjobs
#midsenior
#LI-hybrid
#accountingfinance
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