Required qualifications: - 4-year college degree - At least 2 years of experience in the financial services industry - Experienced with eMoney Helpful Qualifications: - Certified Financial Planner Designee or CFP® candidate - Experienced with Morningstar, Income for Life Model, Riskalyze, Office 365, and Redtail Key roles include: - Prepare financial plans with eMoney, and make specific recommendations to clients. - Prepare Advisor for client meetings. - Salary range: Highly competitive compensation and benefits. Please e-mail your resume and contact information to welch@2rsi.com.
Nov 20, 2020