Financial Planning Assistant

  • Competitive
  • Dedham, MA, USA
  • Permanent, Full time
  • Robert Half - US
  • 23 Mar 19

Part time – Temp to Perm after 6 months ideally

This person is being brought on to assist the current financial planner who is overworked. It would be a servicing role assisting with the actual financial planning and paperwork. There was a person in the office doing this full time who has now taken on client relationship duties.  The candidate has the opportunity to move into the full time role which is financial planning and paperwork. The firm will be hiring someone full time after 6 months.

Ideal candidate:
Experience with eMoney software and doing financial planning.
Must come from a financial planning background
Interest in the planning/servicing aspect
Series Certifications are a plus but not required