FINANCIAL SERVICES SUPPORT SPECIALIST
We are seeking a smart, ambitious, team-player to join our financial planning and investment management firm. The Financial Services Support Specialist will support our five-person team as a utility player and be tasked with an ever-changing collection of responsibilities to help deepen our bench. The candidate must have strong math, critical thinking, and multi-tasking skills to support day-to-day operations. Roles will include operations, client service, and trading support.
We are bursting at the seams and have an exciting opportunity for a Series 7 licensed, CFP® professional to connect with our firm.
At Freedman Financial, the expression “We Care…Deeply”, serves as the foundation for advice to all 450 households we serve. It’s the reason we’ve had a 99% retention rate for decades.
Freedman Financial offers a very attractive benefits package include health insurance, retirement plan, paid time off, and more.
For qualified and interested parties, please send your resume to Marc Freedman via email to Marc@FreedmanFinancial.com. Marc can also be reached at (978) 531-8108.
Freedman Financial is an Equal Opportunity Employer
Freedman Financial will recruit and select persons in all positions to ensure a diverse and inclusive climate without regard to race, religion, sex, sexual orientation, veteran status, color, political affiliation, creed, national origin, marital status, or any other status as protected by federal, state, and local laws. Freedman Financial welcomes applications from individuals with disabilities and will make reasonable accommodations for interviews and for service upon request.
Investment advice offered through Freedman Financial, a registered investment advisor and separate entity from LPL Financial.
Securities offered through LPL Financial, Member FINRA/SIPC.