Financial Planner will be part of a team responsible for researching and generating comprehensive financial plans, risk and investment proposals, and paperwork for financial representatives and advisors. These positions involve pulling data from multiple sources, entering information into various systems, generating electronic documents properly and timely, and processing the documents according to policy.
Ability to navigate through different computer programs
3+ years of related experience
Must be able to work in a fast paced environment
Time Management
Record keeping
Risk assessment
Adaptable
Multitasking
Verbal communication
written communication
Detail Oriented and Organized
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Adecco Staffing, USA is the second largest provider of recruitment and staffing services in the United States, offering human resource services such as temporary staffing, permanent placement, outsourcing, career transition or outplacement.
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