PIEtech, Inc. (MoneyGuidePro)
Financial Planning Support Team
PIEtech, Inc., creators of MoneyGuidePro , seeks full-time professionals who enjoy helping financial advisors. As a member of the Support Team, you will answer, evaluate, prioritize, and respond to incoming phone, voice mail & email requests. In addition, Team members conduct live, web-based training sessions and work on various projects to improve the support we provide to advisors.
Candidates must have strong customer service and problem solving skills, work well independently and collaboratively and have a desire to be part of a cohesive team. Experience in the financial services / financial planning industry, related degree or certification is strongly preferred. Send resume to firstname.lastname@example.org.
Other career opportunities include:
Financial Planning Software Analyst
Web Software Developer
To learn more, please click here.
Position: Investment Advisor Representative
AFCG, a fee-only Registered Investment Advisor in Richmond, Virginia is currently seeking an established advisor to join our practice. The ideal candidate would have at least three years of professional experience providing financial advice, strong analytical and interpersonal skills, as well as an advanced professional certification in financial services (CFP®, CFA, CPA/PFS, CIMA®, AAMS®). Additionally, the candidate should have his or her Series 65/66 securities license, and no disciplinary or disclosure events.
About Our Firm AFCG serves its clients in a fiduciary capacity, providing financial planning, investment management, and financial consulting services fully coordinated with each client's CPA, insurance professional, and estate planning attorney. www.afcgllc.com
Please contact Charlie Atwill at email@example.com for additional information.