Retirement Planning Associates
Application Deadline: Available Year-round
Position: Part-time, Unpaid
Our purpose is to assist individuals and families to transition into a financially secure retirement. We work with all aspects of retirement planning, estate planning, employee beneifts etc.
Responsibilities include application processing, appointment preparation, sales and client support, routine follow up actions and administrative office duties,
Should be dependable and able to adhere to schedules. Knowledge of computer programs such as Microsoft Excel, Word and Access is helpful. Extensive training in the field of financial planning and investments is provided.