Communicating with clients, tenants and prospects in person, via telephone and email. Routine office duties such as copying, faxing, sorting, filing, etc.

Valid drivers license required, with own insurance. Tax credit certification from recognized affiliation or willingness to obtain within first year of

FPQP (Financial paraplanner), Life and Health Licensed, or Series 65 certifications are significantly valued. 5 + years of financial services experience with an

The Licensed Clinical Social Worker (LCSW) is a licensed independent provider who shall be accountable for 1) maintaining a panel of patient referred from

DMV check with valid drivers license. The working environment is subject to varying climate conditions, air turbulence, time zone changes, altitude changes,