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Financial Planning/Insurance Assistant for Small Financial Planning of - Location: Denver, CO Description: Applicant must be ethical, dedicated, detail oriented, a multi-tasker and like variety in a job, as well as being busy. It is also important to have good communication and people skills as position works directly with clients and planners. Position requires self supervision ie., ability to work on own, as well as being a team player. Position is responsible for working with clients, maintaining / updating client records, mailings, software and web page, insurance illustrations, and applications, data entry for financial plans, record keeping, monitoring, tracking, reports with regards to client contact data base, as well as assist with phone calls to clients and client events. SKILLS: Computer literate, ie., ability to work on internet; word processing software usage; comfort in using / learning client data base software. Training provided. Experience with insurance / financial planning helpful but not required. Company: Our company is small but growing and busy. The financial planners at our office are Certified Financial Planners, CFP?s tm. We are a client centered practice. Our goals is to help our clients attain their financial goals and dreams. We provide financial plans for our clients, as well as insurance and securities products. Because we are a small office we must all work together and get along. It is important that the candidate be able to problem solve and be a self starter.

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Financial Planning/Insurance Assistant for Small Financial Planning of - Location: Denver, CO Phone: Fax: Email: Apply Online at: -Register to View-

Contact Information E-Mail Address: First Name: Last Name: Address: (Optional) City: State: Please select a state Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington DC Washington West Virginia Wisconsin Wyoming Not located in the United States of America If not living in the United States enter the code "99999" for Postal Code. Postal Code: Telephone: (Optional) Country: Relocation Preference: Will not relocate Will accept paid relocation Will pay own relocation Please have a personal job agent call me to assist me with my job search Please choose your 1 to 14 character long iHireInsurance Password. Remember the password you choose - you will need it for future site access. Password Password: Retype Password:

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Contact Information E-Mail Address: First Name: Last Name: Address: (Optional) City: State: Please select a state Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington DC Washington West Virginia Wisconsin Wyoming Not located in the United States of America If not living in the United States enter the code "99999" for Postal Code. Postal Code: Telephone: (Optional) Country: Relocation Preference: Will not relocate Will accept paid relocation Will pay own relocation Please have a personal job agent call me to assist me with my job search Please choose your 1 to 14 character long iHireInsurance Password. Remember the password you choose - you will need it for future site access. Password Password: Retype Password: