Meeting Management

Meeting Management Finance Jobs

125 jobs found

Relationship Manager- Advisor Engagement

Vicus Capital State College, PA

20d ago

$50k - $75k/yr Full time Manager Advisor Business Development

Manager Advisor Business Development

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Job Description

Benefits and culture

Vicus Capital offers a stable, in-office career in State College, PA with a people‑first culture that values your contributions and growth. This full‑time, salaried role provides a clear 8:00 am to 5:00 pm schedule with the potential to flex hours after one year, alongside a competitive compensation package and opportunities to advance as you support a national network of financial advisors.

Annual salary range: $50,000 - $75,000
In‑office, full‑time schedule from 8:00 am to 5:00 pm, with potential to flex hours after 1 year
Competitive compensation plus performance incentives
15 days of PTO and 5 sick days accrue from Day 1
Health, dental, and vision insurance
Group life and short‑term disability insurance
401(k) plan with a safe harbor employer contribution
A supportive, people‑first culture where your work is valued and your growth is encouraged

Responsibilities

Build, grow, and maintain new and existing advisor relationships across the country
Shadow senior leadership to master the ability to articulate the firm’s value proposition and investment strategies
Collaborate with advisors to develop and implement complex investment solutions for their clients
Identify and assess firm growth opportunities and contribute to the execution of national sales strategies
Schedule and conduct high‑level meetings (video, phone, or in person) and assist advisors in planning and implementation with end investors
Perform trend analysis and identify system improvements to keep Vicus at the forefront
Partner with the Director of Advisor Engagement and the team to deliver world class service to the national advisor network

Requirements

Bachelor’s degree required
Highly motivated, relationship‑oriented, and an organized self‑starter ready to develop and execute a business plan
Strong proficiency with Microsoft Office Suite, particularly Excel, and an interest in learning CRM systems
Exceptional attention to detail and the ability to multi‑task in a high‑energy environment
Professionalism and integrity in all interactions

Technologies

Microsoft Office Suite
Excel
CRM systems

Who we are

Vicus Capital is a growing investment management firm with over $2 billion in assets under management. Headquartered in State College, PA, we serve a national network of financial advisors with leading advisory platforms and a collaborative, high‑performing culture. We value excellence, teamwork, and doing things the right way, and we seek professionals who are ready to own their careers and contribute meaningfully to our mission.

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Associate Vice President, Accounting and Controller

Community College of Philadelphia Philadelphia, PA Hybrid

21d ago

$99k - $164k/yr Full time Accounting Accounts Payable Assistant Vice President

Accounting Accounts Payable Assistant Vice President

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Job Description

Position Details

Requisition Number: SCA00893

General Description: Reporting to the Vice President, Business and Finance, the Associate Vice President, Accounting and Controller provides leadership and effective management in: General Accounting, Fixed Assets Accounting, Grant Accounting, Accounts Payable, and Payroll. The AVP is responsible for overseeing the preparation of the College’s annual financial statements in accordance with GASB reporting standards; coordinates all financial, governmental and compliance audits; and supports the implementation and effective use of financial systems in College operations and in financial and management reporting. The AVP provides oversight and supervision to direct reports. #ID23

About the College

Success starts at Community College of Philadelphia. Innovators and difference makers work at Community College of Philadelphia. Diversity thrives at Community College of Philadelphia. We are a college that is committed to promoting a work environment that attracts and retains talented and diverse faculty and staff. We challenge each other and ourselves to achieve at the highest level while contributing to the mission of the College and the betterment of Philadelphia. We value and support an intellectually dynamic community to prepare our students for global citizenship. Join us and become a part of a community that has long been and will continue to be generators of generational chance in this city and beyond.

Community College of Philadelphia is an open-admission, associate-degree-granting institution which provides access to higher education for all who may benefit. Its programs of study in the liberal arts and sciences, career technologies, and basic academic skills provide a coherent foundation for college transfer, employment and lifelong learning. The College serves Philadelphia by preparing its students to be informed and concerned citizens, active participants in the cultural life of the city, and enabled to meet the changing needs of business, industry and the professions. To help address broad economic, cultural and political concerns in the city and beyond, the College draws together students from a wide range of ages and backgrounds and seeks to provide the programs and support they need to achieve their goals.

Responsibilities

Provide leadership and direction for all accounting functions including general accounting, fixed assets accounting, grant accounting, accounts payable, accounts receivable, and payroll.
Provide leadership, direction and guidance to direct reports.
Undertake daily and longer-term cash flows analysis to ensure required liquidity is addressed and opportunities maximized for short and investment of temporarily unused operating cash.
Actively manage operating cash investments to optimize investment returns.
In collaboration with Vice President and Investment Working Group, develop and implement recommended strategies for longer-term investment of core operating cash balances.
Prepare operational reports to provide timely and accurate information on the College’s financial status in the areas of cash position, investment return and receivables management.
Conduct ongoing general ledger account analyses to understand factors impacting college financial condition and support management decisions making with respect to financial operations.
Provide leadership for the ongoing implementation, development and effective use of the Banner financial systems. In accomplishing this, work with various college work groups (Banner Finance, HR, and Payroll) and the appropriate members of the Information Technology Staff.
Support finance system upgrades; develop testing plans and coordinate implementation.
Coordinate and facilitate all internal and external audits. Ensure compliance with all Federal and State regulations as well as internal policies and procedures.
Prepare for, and participate in, Banner Finance, Finance Staff, Controller Staff, Business Affairs, Board of Trustees, Foundation Investment Committee, Payment Match, HR/Payroll, and Community College Business Officers meetings.
Reviews asset and liability accounts reconciliations in preparation for the year end close and annual audits.
Coordinate closing procedures and oversees preparation of annual financial statements and work papers; prepares financial reports required for State reimbursement and audit purposes and other related year-end financial reports.
Provide leadership for ensuring the adequacy of internal controls and the integrity of College’s financial records. Develop, implement and monitor financial and internal control systems and procedures.
Advise the Vice President of Business and Finance on financial, accounting and auditing matters.
Interact with banks, auditors, governmental agencies, and other College departments on matters of accounting and financial issues.
Stay current with and implement new pronouncements of accounting standards and other regulatory issues affecting accounting procedures, financial reporting, governmental funding and audit issues.
Identify and implement professional development opportunities for staff; train staff on new accounting procedures and accounting system enhancements.
Deliver quality customer services to both internal and external constituents in a professional helpful and courteous manner.
Other duties as assigned.

Minimum Qualifications

Bachelor’s degree in Accounting required. Any and all degree(s) must be from a regionally accredited institution of higher learning.
Seven (7) years professional accounting work experience, to include: General Ledger, Grants and Endowment Management, Payroll, Fixed Assets, Accounts Payable, Payroll and Financial Statement preparation required.
Five (5) years work experience with demonstrated growth in leadership responsibilities required; prior supervisory experience required.
Proficiency in GAAP and GASB financial reporting.
Significant work in an ERP environment.
Demonstrated knowledge and understanding of GASB financial reporting requirements, and experience in managing independent accountant and government audits required.
Microsoft Office and ERP reporting tool skills required.
Project management and time management skills required.
Competency in organizing data, maintaining files, and preparing reports required.
Detail-oriented with excellent communications skills, both verbal and written, to effectively interact with people of diverse backgrounds required.
Ability to work independently and take initiative required.
Ability to create and implement systems, procedures and processes required.
Exceptional organizational, problem-solving and planning skills required.
Ability to exercise good judgment in evaluating situations and making decisions required.
Ability to maintain sensitivity, understanding and respect for a diverse academic environment, inclusive of students, faculty, and staff of varying social, economic, cultural, ideological, and ethnic backgrounds required.

Preferred Qualifications

Master’s degree in Finance or Accounting preferred.
CPA certification highly desirable.
Experience in higher education preferred.
Experience with Ellucian Banner preferred.
Experience with Tableau or Argos preferred.

Work Location

Main Campus

Benefits Summary

Benefits: “Success Starts Here” at Community College of Philadelphia. We recognize that our success as a college and the success of our students starts with our employees. Our employees are vital to our success. Our total compensation package includes a comprehensive offer of benefits that are unrivaled by most.

Full-time faculty and staff benefits include:

College-paid medical, dental, drug, life and disability insurance
Tuition remission (for classes at the college)
Forgivable tuition loan (for classes at any accredited academic institution)
403(b) retirement plan with 10% College contribution with employee contribution 5%
Flexible spending accounts
Paid vacation, holida

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Agent - Financial Wealth Advisor - Fast Track to Executive Management

New York Life Insurance Company & NYLIFE... Louisville, KY

21d ago

$88k - $250k/yr Full time Marketing MBA Advisor

Marketing MBA Advisor

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Job Description

Opportunity Overview

Enter a structured leadership track designed to advance you from a financial professional to management. The program prioritizes your development from day one, providing training in marketing, business development, and client relationship management, along with the tools to support your continuing career growth and a path into leadership.

Who we are seeking

We are looking for driven individuals who want to make a meaningful impact on the financial well-being of individuals, families, and small businesses. Consider the program if you meet any of these criteria:

At least 2 years of managerial experience in your most recent role
Experience running your own business
A MBA or other equivalent degree

If you meet these requirements, the Accelerated Path to Management Program may be a fit. You will begin as a Financial Advisor to learn product positioning, client relationship building, and program requirements before moving into a management track. A six-month intensive Associate Partner training program follows to prepare you to recruit and coach others for success.

Program Phases

Phase 1: Financial Advisor You will gain firsthand experience in the financial professional role during the first year, supported by comprehensive training, access to digital tools, and a full product suite. You will learn to position our products, develop client relationships, and meet program milestones before advancing to management. Note that securities licenses and FINRA registrations are required, and you must affiliate with NYLIFE Securities as a registered representative before offering investment products.

Phase 2: Associate Partner After completing the initial 12 months and meeting specified requirements, you enter a six-month Associate Partner training program to lead and develop your team of financial professionals. Throughout your career with New York Life, opportunities for advancement to higher levels of management will remain available.

Compensation and Benefits

Starting compensation as a financial advisor is commission-based. For details on commission-based income and benefits for financial professionals, please visit the New York Life careers site. If you qualify and are approved to become an Associate Partner, you will receive a salary. The average salary for an Associate Partner is $150,000, plus eligibility for bonuses and other incentives based on the performance of agents in your unit, including additional pay related to the agents you recruit and develop (R&Ds). R&Ds are designed to increase your income and reimburse certain reasonable expenses not otherwise covered. Benefits include medical, dental, and vision coverage; life, long-term disability, and accidental death and dismemberment protections; a pension plan; and a 401(k) savings plan. The organization emphasizes strong income potential, with field managers’ compensation tied to recruiting performance and team production. In 2024, the average income among 617 recruiters at all levels was $285,000.

About New York Life

New York Life is a Fortune 100 company with a history spanning more than 180 years, dedicated to helping families protect their financial futures. As a mutual company, we are accountable to our policyholders rather than external investors, focusing on long-term value for clients and ongoing innovation. Our recognition includes Fortune 2024 World’s Most Admired Companies, Handshake 2025 Early Talent Award, Forbes 2024 America’s Best Employers for Diversity, and Seramount 2024 Best Companies for Multicultural Women. Notable metrics include 5.1 million lives protected, $6 billion in living benefits awarded, $983 million lifetime annuity income paid, and over $1.2 trillion in life insurance protection in force.

Application details and equal opportunity

New York Life accepts applications to become a financial professional on an ongoing basis. Candidates who qualify for the Accelerated Path to Management program must meet specific requirements as a New York Life financial professional before entering the six-month Associate Partner training. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. Address: New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010. Website: www.newyorklife.com.

Job details

Job Type: Full-time
Pay: $87,600.00 - $250,000.00 per year
Benefits: 401(k), 401(k) matching, Dental insurance, Health insurance, Vision insurance
Education: Master’s (Preferred)
Work Location: In person
Location: Louisville, KY 40222
Application Question(s): Do you have at least 2 years of management experience in your most recent position, an advanced degree like a MBA or equivalent or have you owned your own business for at least 2 years?

Education: Master’s (Preferred)

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Controller

Bay Area Community Resources Novato, CA Hybrid

22d ago

$145k - $160k/yr Full time Accounting Audit Budgeting

Accounting Audit Budgeting

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Job Description

Position Details

Location: San Francisco Bay Area, hybrid. Remote work with required attendance at occasional in-person meetings and events.

Reports To: Chief Financial Officer (CFO)

Salary Range: $145k-$160k annually

Position Summary

The Controller is a senior finance leader responsible for overseeing accounting operations, financial reporting, and internal controls for a $100 million California nonprofit. Reporting to the CFO, the Controller ensures the accuracy, compliance, and integrity of financial data in line with U.S. GAAP, IRS 501(c)(3) regulations, and nonprofit accounting standards. This role leads the accounting team, drives process improvements, supports strategic decision-making, and plays a key part in audits, financial planning, and organizational reporting. The ideal candidate is a CPA with at least seven years of nonprofit accounting experience, hands-on Workday Financial Management expertise, and a proven track record of operational excellence and team leadership in complex funding environments. This position offers an opportunity to strengthen the finance function and support the strategic, mission-driven work of a high-impact nonprofit organization.

Key Responsibilities

Strategic Leadership
- Collaborate with cross-functional leadership to align finance and accounting with mission-driven goals.
- Develop financial strategies including pricing models, automation, and knowledge management to drive efficiency and sustainable growth.
- Ensure internal controls and compliance with GAAP, IRS 501(c)(3) regulations, and nonprofit accounting standards.
- Lead initiatives to restructure people, processes, and technology to meet strategic objectives.
- Serve as a trusted financial advisor and represent the organization to internal and external stakeholders.
Financial Management & Operations
- Oversee daily accounting functions, ensuring accuracy, compliance, and timely reporting to management, the board, and project partners.
- Prepare and present financial statements, budgets, variance analyses, cash-flow reports, and forecast models.
- Lead annual audits, tax preparation, and monthly and annual financial reporting.
- Maintain and optimize financial management policies, systems, and internal controls.
- Monitor and manage financial reporting including performance dashboards, forecasting models, and internal contract management.
- Identify and implement process improvements to increase efficiency and strengthen financial stewardship.
Team Leadership & Management
- Recruit, mentor, and manage a high-performing finance team.
- Foster a collaborative, equitable culture and provide professional development opportunities to meet organizational objectives.
- Provide guidance and oversight on project-specific finance and accounting support, including grant management and reporting.
Organizational Support & Financial Analysis
- Serve as a resource and trainer for non-financial staff on financial processes and best practices.
- Support strategic decision-making through financial analysis, scenario modeling, and operational insights.
- Maintain awareness of financial trends in the nonprofit and community foundation sectors.

Required Qualifications

Bachelor’s degree in Accounting, Finance, or a related field required; Master’s degree preferred.
CPA required.
Minimum seven years of progressive nonprofit accounting experience, including at least three years in a supervisory or senior finance leadership role.
Hands-on experience with Workday Financial Management required.
Expertise in GAAP, nonprofit accounting procedures, and compliance with tax and regulatory requirements.
Experience managing nonprofit audits and Form 990 filings.
Proven ability to lead process improvements, system implementations, and high-performing teams.

Skills & Competencies

Deep understanding of U.S. GAAP for nonprofit entities and regulatory compliance.
Strong analytical, problem-solving, and financial modeling skills.
Advanced proficiency with ERP systems (Workday preferred) and Microsoft Excel.
Ability to translate complex accounting concepts into actionable guidance for non-financial stakeholders.
Exceptional communication, relationship-building, and leadership abilities.
High integrity, discretion, and commitment to equity, inclusion, and mission-driven leadership.

Preferred Experience

Direct experience with nonprofit grant accounting and complex nonprofit financial structures.
Experience leading ERP system implementations, process improvements, and organizational change initiatives.
Proven track record of cross-functional collaboration and strategic financial leadership in nonprofit settings.

Compensation and Benefits

Salary Range: $145k-$160k annually

16 paid BACR holidays, plus generous paid time off benefits
Medical, dental, and vision coverage, mental health and wellness benefits, hospital indemnity, and life insurance
Flexible spending accounts for transit, medical, and dependent care
403(b) retirement program
Pet insurance
WellHub program
Professional development opportunities

About Us

Bay Area Community Resources (BACR) supports healthy development of individuals, families, and communities through direct services, volunteerism, and partnerships across the San Francisco Bay Area. We honor the communities we serve and the dedicated staff who deliver services, working to promote resilience for tens of thousands of people each year. BACR is an equal opportunity employer that values diversity and fosters an inclusive environment for all employees. All qualified applicants will receive consideration without regard to age, marital or familial status, religion, gender, gender identity, gender expression, sexual orientation, race, creed, color, genetic information, ancestry, national origin, disability including AIDS or AIDS-related complex, or military status. Visit our website at www.bacr.org.

Above is the pay range we reasonably expect to pay. Individual compensation is based on factors including experience, education, skillset, and geographic location.

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Financial Advisor/Wealth Manager - Wilmington

Florida Financial Advisors Wilmington, DE

22d ago

$70k - $100k/yr Full time Manager Marketing Advisor

Manager Marketing Advisor

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Job Description

Overview

Tristate Financial Advisors, an FFA company, supports professionals in building their own financial success by helping clients pursue theirs. Prior finance experience is not required to join our team. We seek energetic individuals with strong interpersonal skills, a solid work ethic, and an entrepreneurial mindset. Comprehensive training, robust resources, and strong support are provided to help you exceed your own expectations.

We have reimagined the way financial guidance is delivered. Our approach offers clients greater confidence in planning for their futures by addressing a broader view of their professional and financial realities, not just personal finances. Daily activities include identifying potential clients, meeting with them to assess needs, creating tailored financial plans, maintaining ongoing client relationships, and delivering continuous guidance.

Our culture blends innovation with practical, results-driven thinking. The environment is fast paced yet relaxed, focused on serving working-class clients with full-spectrum financial planning and wealth management to help them achieve their goals.

What you'll do

Identify and set appointments with prospective clients
Meet with clients to evaluate their financial needs
Develop customized financial plans aligned with clients' goals
Maintain strong relationships and monitor client progress over time
Provide ongoing consultation and support to clients

Training and growth opportunities

One-on-one coaching from experienced leaders in the local financial planning community
A comprehensive training program covering financial planning, portfolio analysis and management, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential with first-year earnings often reaching $100,000 or more, with compensation largely tied to results
Clear career progression paths within the company, including leadership opportunities such as District Manager, Field Vice President, and other roles

Job Requirements

Associate’s degree in business or a related field
Must obtain the appropriate series licenses and qualify to become a Financial Advisor before starting in office
Must be a U.S. citizen or a permanent resident
Willing to work in the office

Compensation and Benefits

Compensation is provided after licenses and qualifications to be a Financial Advisor are met. The average first-year earnings for a Financial Advisor exceed $70,000, with top earners surpassing $100,000.

Health insurance
Life insurance
Retirement plan

Job Details

Job Type: Full-time
Work Location: In person, Wilmington, Delaware

Learn more

Website: http://www.tristatefa.com

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Financial Advisor

Daybright Financial Butler County, PA

22d ago

$50k+/yr Full time Advisor Annuities Bachelor's Degree

Advisor Annuities Bachelor's Degree

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Job Description

Company overview

Daybright is one of the largest independently owned insurance brokerage firms in the United States, delivering a comprehensive suite of employee benefits, compliance, and HR consulting services in addition to retirement solutions for both private and public sectors. Established in 2008, the firm now serves more than three million participants nationwide across K-12, Corporate, and Government markets. For more information, please visit www.daybright.com.

Opportunity

Daybright is actively seeking a Financial Advisor or professionals to join the Individual Financial Solutions segment within the Kades-Margolis Corporation team. Openings are available in Pennsylvania, and this role is remote with most candidates residing in Pennsylvania counties including Berks, Blair, Butler, Huntington, Northern Bedford, Mercer, and Lawrence.

The Daybright advantage

The focus is on a stable, well-defined market with protected territories that provide ample opportunities without cold calling. Kades-Margolis Advisors dedicate time to building relationships with centers of influence, delivering group presentations, and meeting individuals one-on-one to discuss wealth management and retirement planning. As Advisors establish themselves, they may be trusted with existing client relationships to accelerate growth. The sales model emphasizes relationship-building and leveraging networking and presentation skills within an endorsed market niche where clients are already seeking guidance.

What you will enjoy

Unlimited compensation potential to expand your book of business with no cap on commissions
Transition opportunities with no cold marketing required
Remote field work arrangement
Collaborative opportunities with established Advisors and existing client relationships, while developing new ones
Marketing support to coordinate financial presentations, seminars, and client appreciation events
Affinity prospecting through relationships within the served markets to generate effective leads
Comprehensive, ongoing training and development covering systems, processes, products, and other role aspects
Strategic business planning with the Sales Management Team based on the individual advisor and territory
Initial licensing fees and E and O insurance paid for by Kades-Margolis
Client Service Support Center with a dedicated Client Service Representative for various client service needs
A culture that blends entrepreneurship with value-added benefits to support success

Job description

This role represents a distinctive worksite sales and marketing opportunity for the right Financial Advisor. Key responsibilities include:

Interviewing clients to determine current income and expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other data necessary to develop a financial plan
Assessing financial information to identify strategies that help clients meet their objectives
Selling financial products such as investment advisory services, annuities, mutual funds, and insurance (licenses required)
Engaging with the Pennsylvania education system to establish and cultivate relationships with centers of influence and employees to assist in retirement planning
Reviewing client accounts and plans regularly to determine if life changes, economic changes, or financial performance indicate a need for reassessment
Recommending strategies to help clients reach their goals, including cash management, insurance coverage, and investment planning
Building and maintaining a client base, keeping plans current, and continuously recruiting new clients
Answering client questions about the purposes and details of financial plans and strategies

The successful candidate will have

Bachelor’s degree (Finance or a related field preferred)
Excellent sales and communication skills
Self-motivated with the ability to work independently
Need to have or be willing to obtain (KMC will sponsor):
College Graduates: SIE completion or in process
Employed Candidates: Securities registration (FINRA SIE, Series 6 or 7 and 63, or 66). If licensed, must have a clean FINRA BrokerCheck
PA Life & Health Insurance license

Job details

Job Type: Full-time, Permanent
Base Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Work Location: Remote

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Financial Advisor

PV Financial Group Ludlow, MA

22d ago

$65k - $110k/yr Full time Advisor Bachelor's Degree CFP

Advisor Bachelor's Degree CFP

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Job Description

Overview

PV Financial Group is seeking a locally based, community-minded and driven professional to join our expanding financial planning practice. The chosen candidate will focus on building enduring client relationships, converting prospects to clients, and coordinating with internal and external professionals to help clients reach their financial goals.

Key Responsibilities

Sell financial planning services in an ethical, effective manner, converting prospects into clients with a closing ratio greater than 80 percent.
Assist individuals in identifying their unique financial needs and objectives, and establish the client/advisor relationship.
Gather data, including goals, and analyze and evaluate the client’s financial status.
Develop and present financial planning recommendations and alternatives.
Implement financial planning recommendations and monitor their progress.
Review and update financial plans regularly, at least annually, to reflect changes in income and assets.
Recommend plans and products to help clients achieve goals; identify suitable investment and insurance solutions, including estate planning, tax considerations, retirement planning, and business planning objectives.
Comply with all FINRA, SEC, and Raymond James compliance regulations and meet continuing education requirements.
Provide personalized client service by working with affiliated professionals who also serve as advisors to clients.
Develop and maintain relationships with in-house professionals and strategic alliances; refer clients to strategic allies (for example, attorneys) when needed to ensure needs are met.
Respond to client questions and concerns promptly.
Schedule and plan client meetings using the CRM system.
Rebalance client portfolios based on the advisor’s criteria using appropriate tools such as Model Management.
Maintain client cost basis information.
Stay current on industry developments, service and product enhancements, regulatory issues, and client needs or wants.
Create comprehensive financial plans, investment proposals, and retirement timelines using planning software, considering client goals, risk tolerance and financial situation.
Conduct research on investment products, insurance solutions, and estate planning strategies.
Coordinate with clients’ attorneys and CPAs to ensure financial plans align with legal and tax strategies.
Actively participate in networking, community events and firm activities.

Knowledge, Skills and Qualifications

BA or BS in business; advanced degree or designation a plus (for example MBA, CFP or CPA).
Prior enrollment in or willingness to enroll in the CFP certification program.
Insurance certifications such as ChFC, as appropriate.
FINRA Series 7, 63, and 65 or 66 securities registrations.
State Life and Health insurance licensing.
Minimum of 1 to 2 years of experience in financial services.
Excellent knowledge and communication of financial planning concepts and terminology.
Strong knowledge and communication of financial products, including mutual funds, stocks, bonds, insurance policies, and annuities.
Knowledge of estate planning issues.
Proficiency with computer programs, including MS Office Suite and financial planning software.