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Posted: Saturday, July 22, 2017 12:03 AM

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Company Name: Kennedy Investment Group

Job Duration: Indefinite
Required Travel: 0-10%
Min Education: BA/BS/Undergraduate
Min Experience: 2-3 Years
Job Function: Financial Planner
Job Type: Full-Time
Salary: Yearly Salary)

Description
Kennedy investment group is seeking a Financial Para Planner to join our Team. Kennedy Investment Group is a Financial Planning Firm dedicated to building successful financial solutions, delivered with an unwavering commitment for exceeding client and community expectations.

Under limited supervision, our Financial Para Planner uses specialized knowledge and skills obtained through experience or certification to serve as a resource to KIG’s financial advisors and clients. Responsibilities include building comprehensive financial plans and presentations, asset management monitoring, communicating and presenting plans to financial advisors and clients, proactive and responsive client communications etc.

Kennedy Investment Group is an independent firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC

Minimum Requirements
✔ 1-3 years’ experience in the financial , retirement and estate planning field or related field
✔ Series 7 and 66 or ability to achieve within 6 months
✔ CFP® designation to ability to achieve within 36 months
✔ Life, Health and Variable annuity license or ability to obtain within 12 months
✔ MS Excel, Word, Outlook and Power Point proficiency to produce presentations, correspondence, electronic communication and maintain spreadsheets and databases

Contact Person: Valerie Angiollilo
Email Address: Valerie.Angiollilo@raymondjames.com
Phone: 8568530400
Fax: 8568532747

• Location: South Jersey, West Deptford, New Jersey

• Post ID: 38157083 newjersey
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