Candidates currently pursuing a college degree should apply to this analyst position where they will work closely with the principal/owner to develop a cohesive strategy regarding the technology of the practice. The work will involve reviewing current financial planning software and it's integration with the firm's custodial and communications platforms.
The work is flexible with reasonable expectations with regard to deadlines assuming that any candidate will be a current student.
Assist with strategic development of technological solutions regarding planning software, asset allocation software and their integration
Work with various financial planning software to develop a strategic plan with regard to current client access and utilization as well as business development activities
Assist in general client service and team support.
Strong interest in financial markets
Drive, enthusiasm and a creative spirit
Strong technical capabilities
Personal integrity, initiative and leadership qualities
Strong multitasking and time management skills
Desire to enter the financial services business
Location: New Hampshire
Please send resume to Sally Boyle at email@example.com