The M'kor Shalom Job Bank is a significant and valuable venture that connects our members with their professional human resource needs. The Job Bank aims at uniting congregants who have positions open in their firms with congregants who are looking for work. This is a joint project of the Social Action and Caring Community Committees.
*Be sure to contact us as positions are filled so that we may remove them from this site.
Schwartz Financial Associates is looking for a Financial Planning & Portfolio Management Associate…
Successful candidate will assist the President & Financial Advisor in the entire financial planning and portfolio management process, generate ideas for new business opportunities and participate in interactions with clients.
Responsibilities: Create Financial Plans in eMoney; Prepare for and facilitate financial planning and investment review meetings with clients; Create and update asset allocation; make trades; more.
Qualifications: Bachelor’s degree required, preferred majors: finance, economics or related fields; at least one year of experience working in the insurance, investment or financial planning industry required; Series 7 and/or Series 65 is preferred.