1. Position Sought

Name: Kevin Shelton I am a veteran personal finance professional seeking a position with an advisory firm located on either the peninsula or the south bay area. I have worked in the Wealth Management industry for 19+ years and I bring deep experience to table in the areas of investment management, financial planning, and company retirement plans. I am a CERTIFIED FINANCIAL PLANNERtm and I am in the process of completing my Masters of Science Degree in Taxation and Financial Planning at...

Friday, 16 December 2011 | Print | PDF |  E-mail | More...

2. Seeking Paraplanner / Financial Planner Position

*Full Time, M-F or contract on an hourly or project basis *POSITION DESCRIPTION: Full Time Paraplanner: Helping prepare and present financial plans for clients at a financial planning/investment management company. Though gaining financial planning experience while fulfilling the CFP Board's work experience requirement is my primary focus, I would also enjoy helping manage investment portfolios as part of the role, if appropriate to the firm's services. Contract Paraplanner: Until...

Wednesday, 23 November 2011 | Print | PDF |  E-mail | More...