Family Office Director, BOA, Para Planner, and/or tax preparer
Chad J.
Karl Chad J.
Karl Elkhorn, WI Elkhorn, WI Full-time Full-time $40,000 - $79,680 a year $40,000 - $79,680 a year Busy Certified Financial Planner(TM) professional needs independent, assertive, very personable, strong communication skills, massively organized, entrepreneurial spirited person with computer knowledge(Outlook, Word, Powerpoint, Publisher, Etc.
).
Previous investment, tax preparation, and/or insurance experience preferred.
Full time.
Coordinating seminars/mailings, advertising, marketing, case management, tax preparation, and client relations.
Job Type:
Full-time Pay:
$40,000.
00 - $79,680.
00 per year
Benefits:
Flexible schedule Health insurance Weekly day range:
Monday to Friday Ability to commute/relocate:
Elkhorn, WI 53121:
Reliably commute or planning to relocate before starting work (Preferred)
Experience:
Microsoft Office:
1 year (Required) Administrative
Experience:
1 year (Required) Administrative & Business Operations:
1 year (Required) Security clearance:
Confidential (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Karl Chad J.
Karl Elkhorn, WI Elkhorn, WI Full-time Full-time $40,000 - $79,680 a year $40,000 - $79,680 a year Busy Certified Financial Planner(TM) professional needs independent, assertive, very personable, strong communication skills, massively organized, entrepreneurial spirited person with computer knowledge(Outlook, Word, Powerpoint, Publisher, Etc.
).
Previous investment, tax preparation, and/or insurance experience preferred.
Full time.
Coordinating seminars/mailings, advertising, marketing, case management, tax preparation, and client relations.
Job Type:
Full-time Pay:
$40,000.
00 - $79,680.
00 per year
Benefits:
Flexible schedule Health insurance Weekly day range:
Monday to Friday Ability to commute/relocate:
Elkhorn, WI 53121:
Reliably commute or planning to relocate before starting work (Preferred)
Experience:
Microsoft Office:
1 year (Required) Administrative
Experience:
1 year (Required) Administrative & Business Operations:
1 year (Required) Security clearance:
Confidential (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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