Fast growing Registered Investment Advisor and Certified Financial Planner is looking for an assistant to help with asset management and Financial Planning functions. Full time position includes health insurance and pension benefits. Salary is negotiable depending on experience.
Minimum 3 years industry experience. Series 7, 63, Certified Financial Planner useful but not required.
About AJF Financial Services, Inc.
We are an independently owned financial consulting firm with more than 34 years of experience and dedicated personalized service to our clients. Our focus is to assist our clients in managing, preserving and maximizing wealth with a strong bias towards Sustainable and ESG screened Investing. Our comprehensive financial advisory firm has a complete, independent and unbiased approach to wealth management. We are dedicated to serving the needs of our clients in an honest, consistent and reliable manner. Our clients are high net-worth professionals, business-owners and executives.
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