by Kristin Beane | Oct 5, 2020 | Job Postings
Middleton & Company, Inc. is a growing investment counseling firm dedicated to providing objective advice and disciplined investment management to individuals, families, institutions and endowments. The firm is independent and employee owned. Portfolio...
by Kristin Beane | Sep 18, 2020 | Job Postings
Paraplanner: Centinel Financial Group POSITION SUMMARY: Seeking a part time team member who is passionate about personal finance and helping clients achieve financial wellness. Preferred candidate is either enrolled in or is prepared to promptly enroll in a financial...
by Kristin Beane | Sep 16, 2020 | FPANE News, Home Page Features
September 23: Boston Practice Group: Virtual: 9:30 to 10:30 am. 1 CFP CE granted Risk Management Tips and Techniques for the Private Client: A discussion to help guide your client conversations on property and casualty (P&C) insurance As a financial advisor, you...
by Kristin Beane | Aug 25, 2020 | Job Postings
Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Client Advisor to join our energetic team. Crestwood Advisors is an independent, fee-only RIA with offices in Boston, MA & Fairfield County, CT...
by Kristin Beane | Jul 18, 2020 | Job Postings
Financial Planning Para Planner Job Description Rockland Trust is currently seeking a Financial Planning Para Planner (FPP). The FPP will report to the Financial Planning Officer (FPO) and assist the FPO with the creation of goal-based financial plans for new and...
