Launched in the spring of 2017, the Financial Planner Re-Entry Initiative (FPRI) is an innovative program of the CFP Board Center for Financial Planning (Center) conducted in partnership with nationally recognized career re-entry consultant iRelaunch. The FPRI supports financial services firms in establishing re-entry programs for experienced professionals seeking to return to the workforce in financial planning positions.
Moisand Fitzgerald Tamayo, LLC is currently hiring a full-time Financial Planning professional ready to return to the workforce after an extended period of time away. This position will start with a six week long internship or “returnship” with plans for an offer of a permanent position in our Melbourne location upon conclusion.
Assist financial planning department in various tasks and projects
Shadow daily activities of the financial planning department
Enter and update data for client relationship management software from various sources
Help prepare for and participate in select client meetings
Schedule: 8 a.m. to 4:30 p.m. Monday through Friday
Date range TBD
Six weeks in Melbourne and Orlando offices
Re-entering the workforce after a break of one or more years
Bachelor’s Degree or higher (preferably in Business, Accounting or Finance)
CFP® certificant or committed to becoming a CFP® professional
Skills and abilities that are important for success in this position and with the firm:
Knowledgeable in Microsoft Windows, Office
Good verbal and written communication skills
Analytic and creative, problem solver, investigator
Detailed, thorough and accurate
Self-starter, quick learner, independent
Able to maintain priorities while multi-tasking and working with multiple supervisors
Good interpersonal skills
About Moisand Fitzgerald Tamayo, LLC
At Moisand Fitzgerald Tamayo, LLC, our mission is to be “A Sanctuary from the Noise®." We provide truly independent, objective, expert financial planning and wealth management to a select group of families, giving our clients financial confidence, security and peace of mind. We help our clients take control of their finances and develop a clear vision for the present, future, and their legacies.