Company: Russell Tobin
Posted on: January 16, 2022
The ideal candidate will deliver personalized investment
solutions to help clients work toward their long-term financial
goals. They should be be comfortable creating financial plans and
cross checking work to ensure complete accuracy of information.
Provide financial planning support to clients
Support investment professionals to cultivate client
Prepare financial plans and check their accuracy
Bachelor's degree in Finance or related field
Series 7 and 66 (active)
Strong understanding of the investment business
Excellent interpersonal skills
2-3 years experience required
Keywords: Russell Tobin, Gilbert , Financial Advisor, Accounting, Auditing , Gilbert, Arizona
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