Job Opening: Associate Planner
CAISSA has grown rapidly and we are looking to welcome an additional Associate Planner to the team! If you are or you know anyone who might be interested in this role, please let us know!
The Associate Planner will be responsible for a set of designated CAISSA clients. These clients require a high level of financial planning, relationship management and client service. Clients hire CAISSA to ease their financial anxieties by taking the role of their personal CFO. The role of the Associate Planner is very integral in this high level of client service. A CFP designation and/or CPA background is most beneficial!