Qualifications Required:

• Experience in Financial Services Industry.

• Basic knowledge of investments is preferred.

• Highly organized with attention to detail.

• Excellent computer skills - familiar with Microsoft Office.

• Works independently.

• FINRA Series 6 or 7 registration is a plus, but not required.

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Responsibilities Include:

• Business processing and case follow up.

• Preparation of client reviews.

• Strong Client service.

• CRM System Input/Updating.

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Competitive compensation structure with bonus, retirement plan and  company match. Very flexible hours/schedule up to 20 hours per week. Beacon Financial Partners is an equal opportunity employer. 

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Send resume and salary requirements to info@beaconplanners.com. No drop-ins.