Financial AssistantBookmark This
150 Motor Parkway, Suite 401
DescriptionOur firm assists our clients in creating a plan to preserve, protect and transfer wealth in a tax efficient manner. Our clientele are in the group that represents the richest 1% of wealth in the country and our office focuses on multi-generational planning, advanced life insurance concepts and business secession planning.
Looking for interns to learn and assist in all aspects of estate planning and life insurance planning for hi net worth individuals, preferably 2 days a week.
- identifying target market
-organizing database of clients
-creating database of analysis and reviews
-creating client satisfaction reports
-updating product database
-basic office and clerical duties
In conjunction with the above, qualified applicants will have the ability to learn about assisting a non for profit charity
-mailing of materials
-identifying target market