2 jobs found for Financial Planning

We are seeking Licensed Financial Advisors with a Series 7, 65, or 66 licenses who have a good background in sales and are skilled in following a structured process to client success. As a Financial Advisor, you will meet with clients in the office and participate in local events, including dinner seminars. This role is ideal for someone who enjoys building client relationships and excelling in a client-focused environment.Work Schedule:Monday to Thursday:

This role is a part time position. It is ideal for individuals with strong organizational and accounting skills who are looking for flexibility and the opportunity to work in a dynamic environment. The successful candidate will be responsible for maintaining accurate financial records, supporting the overall accounting process, and ensuring smooth financial operations.The Part-Time Bookkeeper will report directly to the [Accounting Manager] and work closel