• Title

  • Planning and Investment Associate

    Posted: 07/04/2021

    Basic job duties: Case preparation (plans, illustrations, etc.) and investment account maintenance.
    Qualifications:

    • Bachelor’s Degree in business, finance and/or related field
    • Life, Accident & Health Insurance licenses
    • Series 7 & 66
    Salary and benefits: $55k + Bonus, full benefits, 401(k)