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Posted: Thursday, March 2, 2017 9:06 PM

Job Description:/h3:

Job Description: Full responsibility for all administrative areas in the office of a financial planner. Managing the firms CRM; interface with clients regarding scheduling and service issues. Manage relationships with vendor companies. Minor emphasis on event planning. Although professional licensing is required no selling is involved in this position.

Growth Opportunities: It is envisioned that in 18:24 months the individual will become able to begin training as para planner. The para planner will assist the planner in case development and still maintain client relations along with other duties detailed above.

Background: Recent college graduate with finance or marketing degree. Good interpersonal skills and computer and phone skills.

Hours: Generally a 38:40 hour week with additional time if needed. Employer is very flexible. Getting the job completed is the key.


Base Salary of 40,000 (paid twice monthly)

Increase to 42,500 when Life and Health Exam passed, (max of 6 months)

Increase to 47,500 when FINRA Series 6 Exam passed, (max of 12 mos)

250.00 per month for benefits

18 days PTO

At the completion of one year, a transition to a bonus arrangement which could reach an additional 50k.

Please contact:
Erica Ng
Director of Recruiting
Windsor Financial Group
220 Gibraltar Road, Suite 350
Horsham, PA 19044

Company Description:/h3:
Windsor Financial Group, formerly Whipple and Associates, a general agency of Massachusetts Life Insurance Company (MassMutual), has had a presence in the Philadelphia area for more than 50 years. As of December 31, 2010, we have served over 11 thousand clients, have over 3 billion dollars of Life Insurance coverage in force, and serve over a billion dollars in assets.

Our associates are supported by a team of specialists with many years of combined experience in financial and estate analysis, retirement plans, annuities, charitable giving, business insurance, executive compensation and employee benefits.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

windsorfinancialgroupinc and massmutual


• Location: horsham, Philadelphia

• Post ID: 37388899 philadelphia 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