Prefer candidates with a 4 year degree & work experience, and expertise related to the field of investments and/or fiduciary services. Designations such as CFP and CTFA are highly desirable. Sound working knowledge of personal retirement and estate planning matters with an understanding of asset allocation concepts and their application to client situations. Strong PC background, ability to skillfully and effectively communicate with employees, as well as clients, while possessing superior sales and organizational skills. Highly self motivated.