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The Design Capital Planning Group, Inc.
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The Design Capital Planning Group, Inc.
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This job has been closed. Here is a list of other career opportunities we have:
Real Estate &/or Mortgage Brokers
February 10, 2015 - Smithtown, NY 11787
To lead respective divisions of a comprehensive Financial Planning firm, building teams to promote sales & marketing of these products in NY & AZ. Candidates should already have appropriate licenses, leadership capabilities & at least 5 years experience in either field. Great opportunity to build a "business within a business", sharing marketing & other operational resources with a mature, client driven organization.
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Administrative Assistant
February 10, 2015 - Smithtown, NY 11787
Database management and client communications are essential. Having the ability to coordinate multiple responsibilities using the latest technology will help this candidate rise to a management level position, responsible for training others to expand existing systems. Knowledge of financial terms and concepts is important.
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Sales and Marketing Associate
February 10, 2015 - Smithtown, NY 11787
LEARN while you EARN up to 25$ per hour working flexible hours helping people make intelligent decisions about their own financial affairs. Work with others creating sales and marketing strategies for private educational courses offered though schools and employers. Build your career in business with your own definition of "Achievement" starting right NOW. If you want to be successful by making a difference with people you truly care about, this is th position for YOU! Full training is available for qualified people.
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Director of Sales and Marketing
February 10, 2015 - Smithtown, NY 11787
A dynamic and enthusiastic sales oriented person with creative marketing abilities is needed to manage specified projects, while developing new sources of business. The business is financial services. The product is education, and the project is to build The institute for Financial Education, a school aimed at the development of two markets: the general public and financial practitioners. This is a unique, one of a kind project, which has not been attempted by anyone on Long Island. It could become international in scope. It is a great challenge for the entrepreneur who wants to create a new concept in financial education.
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Associate Wealth Manager
February 10, 2015 - Smithtown, NY 11787
Work with financial planners and learn about the planning process in a practical, hands-on, real time enviornment. A background in financial planning, accounting, business, finance, investments or insurance is a must. Responsibilities include maintain client contact, attending trade shows, development of written financial plans, seminar coordination, special event planning and finding new prospects for our financial planners.
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IT/Database Management - Financial Firm
February 10, 2015 - Smithtown, NY 11787
Tech savvy finance/accounting student needed to navigate conversion to paperless office for well established financial planning organization. Database management and financial reporting skills necessary with absolutely no mistakes! Total commitment to continuing education is required. Compensation is commensurate with performance.
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Financial Planning
February 10, 2015 - Smithtown, NY 11787
Personally develop & produce new business. Place assets under management. Initiate life & health insurance, securities, real estate, mortgage brokerage sales. Maximize direct marketing & seminar marketing systems. Possess a strong commitment to continuing education.
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Wealth Manager
February 10, 2015 - Smithtown, NY 11787
This candiate should have Life and Health Insurance, Series 7 licenses, and educational credentials (CFP) in place. A proven record of success in seminar marketing in helpful but not required. With marketing systems in place, our firm is capable of producing a steady stream of interested prospects on a consistent basis.
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Adjunct Professor
February 10, 2015 - Smithtown, NY 11787
Instructors of the following degrees or designations: CFA, CFP, ChFC, CLU, CPA, EA, JD, RFC.needed to teach courses, workshops & seminars on Practical Monday Management. Qualifications must include 4 year degree OR anyone of the following degrees or designations: CFA, CFP, ChFC, CLU, CPA, EA, JD, RFC.
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