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Part Time Neat Freak Needed!
I am looking for
a well organized, efficient individual to assist me
approximately 10 hours per week. She should be
personable, professional, good phone etiquette; very
well organized, (a “neat freak”). Duties will
include but may not be limited to:
Typing correspondence
Working with spreadsheets
Computer proficiency and the ability
to learn new computer programs
Filing, scanning, and shredding
Organize office supplies and
Marketing Materials
Experience with
Microsoft Excel and Word a must!
Prior experience in the financial
planning or securities business helpful but not
mandatory
Flexible schedule - will likely work
10 hours a week, probably on Tuesdays, Wednesdays, and
Thursdays. I expect the position to become
available in mid-April and be located in Longwood, ¼
mile west of I-4 on SR 434.
If you feel you’re a good fit for
this position, or know someone who is, please call:
Fred Bremer
407-332-0108
Associate Planner
Salary: Open Location:
DeLand, Florida
Employer:
Fleishel Financial Assoc.
Type: Full Time - Experienced
Required Education: 4 Year Degree
Description
A top local wealth
management firm is seeking a Para-planner, CFP® or CFP®
candidate with
at least two years industry experience
to assist in our financial planning and investment
management areas. To be considered, the
candidate must have at least an undergraduate
degree in Finance or preferably Personal
Financial Planning. Candidates with prior related
work experience in investments,
financial management and/or internships will be given
higher
consideration. This is an excellent
long-term career opportunity with advancement to higher
level positions within our firm.
Competitive salary compensation with incentive bonuses
will be
based on experience and then job and
overall firm performance. Candidate must be willing to
relocate to the Central Florida area.
Duties and areas of responsibility
include:
• FINANCIAL PLANNING PREPARATION :
Familiar with basic financial planning
process. Entering
data, preparing preliminary reports and recommendations.
A
working knowledge of financial planning
software including MoneyTree and
SunGard Systems and client relationship
management like ACT, Goldmine and
Microsoft Office (Word, Excel, and
Powerpoint) would be advantageous .
• INVESTMENT ANALYSIS :
Analyzing, managing and monitoring mutual fund and
professionally
managed portfolios according to our firm’s policies.
Preparing IPS,
initial (and rebalancing)
recommendations for senior planner review. Candidates
experienced with Morningstar Advisor
Workstation would be given higher priority.
•
CUSTOMER SERVICE: Attending and
taking notes at client meetings. Interacting
with clients to
update their information. Working closely with Senior
Planner and
Analyst team members and keeping them
informed of client issues. Coordinating
client paperwork with administrative
assistant.
NOTES: US Residents Only
Requirements
We are seeking an extremely detail
oriented, ethical and efficient individual who is
passionate
about comprehensive financial planning.
The ideal candidate will have excellent
communications skills with the ability
to work independently and as a contributing team
member to meet deadlines. They must also
have a warm and pleasant temperament,
preferably with a good sense of humor.
Securities and insurance licenses are not required but
would be helpful. Qualified candidates
can email cover letter, Resume/Qualifications Brief and
salary requirements to:
FFA80G@yahoo.com
Employer Information
About
Fleishel Financial Assoc.
Since 1990, Fleishel Financial
Associates has served clients in comprehensive financial
planning strategies as well as
investment management consulting, professional money
management and retirement planning. We
also assist our clients with income tax planning,
estate planning and insurance related
needs. Our broker/dealer is Raymond James Financial
Services, Inc.
(member NASD/SIPC)
Analyst/Para-planner
Salary:
Open
Location:
DeLand, Florida
Employer:
Fleishel Financial Assoc.
Type:
Full Time – Entry level
Required Education:
4 Year Degree
Description
A top local wealth management firm is
seeking an entry-level Analyst/Para-planner, CFP® or
CFP® candidate to assist in our
investment management and financial planning areas. To
be
considered, the candidate must have at
least an undergraduate business degree in Finance, or
preferably, Personal Financial Planning.
Candidates with prior related work experience in
investments, financial management and/or
internships will be given higher consideration. This
is an excellent long-term career
opportunity with advancement to higher level positions
within
our firm. Competitive salary
compensation with incentive bonuses will be based on job
and
overall firm performance. Candidate must
be willing to relocate to the Central Florida area.
Primary duties and areas of
responsibility include:
1. FINANCIAL REP0RTING: Analyzing and
preparing investment performance, asset
allocation reports for client meetings.
Trade execution for mutual fund and other
positions for client accounts based on
prescribed allocation models. Assist Associate
Planner with financial plan
organization, data entry and preparing preliminary
reports
and recommendations. Experience in
financial planning software including MoneyTree
and SunGard Systems and other software
like Microsoft Office (Word, Excel, and
Powerpoint) would also be advantageous.
2. INVESTMENT ANALYSIS: Analyzing,
managing and monitoring mutual fund and
professionally managed portfolios
according to our firm’s policies. Preparing IPS, initial
(and rebalancing) recommendations for
Associate & Senior planner review. Candidates
experienced with Morningstar Advisor
Workstation would be given higher priority.
3. CUSTOMER SERVICE: Interacting with
clients to update their information. Working
closely with Associate Planner, and
keeping them informed of client issues.
Coordinating client paperwork with
administrative assistant.
NOTES:
US Residents Only
Requirements
We are seeking an extremely detail
oriented, ethical and efficient individual who is
passionate
about comprehensive financial planning.
The ideal candidate will have excellent
communications skills with the ability
to work independently and as a contributing team
member to meet deadlines. They must also
have a warm and pleasant temperament,
preferably with a good sense of humor.
Securities and insurance licenses are not required but
would be helpful. Qualified candidates
can email cover letter, Resume/Qualifications Brief and
salary requirements to:
FFA80G@yahoo.com
Employer Information
About
Fleishel Financial Assoc.
Since 1990, Fleishel Financial
Associates has served clients in comprehensive financial
planning strategies as well as
investment management consulting, professional money
management and retirement planning. We
also assist our clients with income tax planning,
estate planning and insurance related
needs. Our broker/dealer is Raymond James Financial
Services, Inc.
(member NASD/SIPC)
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