Paraplanner - financial planning & retirement
Buffalo GroveBlackStar
...and portfolio analysis Advanced Microsoft Excel skills (pivot tables, formulas, modeling) Bachelor's degree required CFP, CPA, Series 65/66 preferred but not required Highly detail-oriented with strong multitasking skills Seeking a full-time, in-office roleJob Highlights Direct Hire | Onsite – Buffalo Grove, IL Schedule: [...]
Category Banking, Insurance, Finance & Accountancy
4 days ago in Manatal