Financial Planning Associate
Carl P. Sherr & Co., LLC
RESPONSIBILITIES WE WILL TRUST YOU WITH
We are seeking a highly motivated individual who will help service and maintain current and new relationships and assist in all areas of client support.
- Assist lead planner/principals in relationship management
- Prepare and update financial plans
- Help implement our recommendations and research issues for clients
- Client meeting preparation, meeting follow-up and onboarding new clients
- Orion, Fidelity Wealthscape, Redail (Tailwag), Bloomberg BNA and eMoney Advisor, training provided
QUALIFICATIONS
- Bachelor’s degree
- Two or more years of experience in financial planning
- CFP® candidate desired
- Strong written and verbal communication skills
- Self-motivated, confident, professional, detail oriented, efficient, the ability to work independently and as a team member
WHAT WE OFFER
- Competitive compensation
- Career advancement
- Continuing education, industry conferences, and other learning opportunities paid for or subsidized by the firm
- SIMPLE IRA with up to 3% employer match
- Company contribution towards group health insurance
- Paid holidays and paid time off
- Full time is desired
CARL P. SHERR & C0., LLC – AN INDEPENDENT, REGISTERED INVESTMENT ADVISOR
Our mission is to create an experience that invests in the success of our clients and creates a positive experience to inspire our team.
- Founded over 50 years ago
- Independent firm operating under fiduciary standard
To apply, please email cover letter and resume to Gary Sherr at gsherr@carlpsherr.com.