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Financial Advisor/Planner job - Cascades Tissue Group-TN, Inc. - Bethel, Connecticut
| Company Name | Cascades Tissue Group-TN, Inc. jobs |
| Position Type | Full-Time |
| Job Location | Bethel, Connecticut CT |
| Job Posted | November 8, 2009 |
| Experience | 5-10 years experience |
| Source | hotjobs.yahoo.com |
Financial Advisor/Planner 
... Certified Financial Planner who would like to be part of an independent, nationally recognized financial planning firm. What you will be doing: ~ Provide financial planning services and investment advice to clients. ~ Accountable for new business development. ~ Responsible for servicing, building, and maintaining client relationships. ~ Incorporate existing client base into an established fee based Financial Planning firm. ~ Monitor and manage client assets ~ Prepare financial plans for prospective clients ~ Implement asset allocation strategies consistent with firm philosophy. Candidates must have: ~ Certified in the state of Connecticut ~ Series 7 & 65 ~ Strong working knowledge in the areas of estate planning, TAX planning, insurance. ~ Mush have industry experience with high NET worth clientele ~ Proven track record of success in a fee-based environment. If this sounds like you and you want to join a reputable and rapidly growing firm, then apply today! Must ...
