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Posted: Saturday, October 21, 2017 12:09 AM


Company Name: Southeast Financial Group

Job Description
Southeast Financial Group, a Raleigh based Wealth Management Firm founded in 2001 is growing. We are proudly looking for our newest team member. The position we are seeking to fill: Financial Planning Analyst & Portfolio Manager.

This position requires 5 or more years of experience with some or all of the following:
• Financial Planning, Portfolio Design, Performance Reports, Trading, Client Interaction and Research.
• As a Jr. Financial Planner, you would be directly reporting and supporting our Senior Financial Planning Analyst.
• There is a career position with great opportunity for growth.

Job Requirements
We prefer our candidate possess a four-year degree, be credentialed as a CFP or CFA and currently holds or is willing to obtain: series 66, series 7 and NC Insurance licensing.

In addition, the ideal candidate must be savvy with computers and software in general in addition to being proficient in Microsoft Office. Familiarity with the following software platforms would be nice: Money Guide Pro, Morningstar, Abridge, Social Security Analyzer, Thompson Reuters.

We offer our employees a great company culture in the heart of Brier Creek with the opportunity to develop a career rather than a job.

In addition, after one year of service we offer 401K profit sharing.

Contact Person:
John Sleesman
Email Address:
Phone: 919-544-0500

• Location: Raleigh, Raleigh / Durham

• Post ID: 49539227 raleigh is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017