Seeking Chartered Financial Analyst for Philadelphia,PA,USA
Chartered Financial Analyst – Financial Planning and Wealth Management Firm Philadelphia PA USA $110K
One of our National Wealth Management Clients is seeking a Chartered Financial Analyst with a Series 7 License to join their firm. Candidate must have 5+ years of experience in Wealth Management including cash investments, money management, portfolio review, insurance planning, financial planning, risk assessment and tax liability.
This candidate must have strong analytical skills along advanced presentation and reporting skills.
If you or someone you know may be interested, please contact Mark Libes at 215-988-7200. Mark.Libes@AccountantsForYou.com