Job Description
We are seeking a knowledgeable and dedicated Financial Planner to join our clients team. The ideal candidate will possess a deep understanding of financial concepts and be able to provide comprehensive financial planning services to clients. Primary responsibilities will be related to financial analysis, generating and updating investment models, rebalancing accounts, writing financial newsletters quarterly, helping clients with tax documents and any other financial documents.
Responsibilities
Required Skills & Experience
Compensation
PELOTON Inc. is a Nevada based corporation operating two staffing agencies – PELOTON Inc., founded in Las Vegas in 2013, and The Frank Group, a 62-year old company located in St. Charles, IL , acquired by PELOTON in 2019.
PELOTON Inc. is a Nevada based corporation operating two staffing agencies – PELOTON Inc., founded in Las Vegas in 2013, and The Frank Group, a 62-year old company located in St. Charles, IL , acquired by PELOTON in 2019.
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