
Do you think you’d fit in with us?
We hope so. Below is a list of our current openings. If you’ve read through our website and believe your professional ethics, personality, and philosophy fit with ours, we encourage you to apply. If you don’t see any current opportunities that interest you, feel free to contact us as we’re always looking for talented individuals. We will follow up with qualified candidates as positions become available.
Concannon Wealth Management is seeking an intern candidate for the summer of 2010. This will be a paid position with potential long-term opportunity. Specific duties will include:
- Maintaining the Portfolio Management database and assisting the Research Coordinator in implementing portfolio allocations
- Supporting Head of Financial Planning by organizing client data and building out personalized websites for high net worth individuals
- Reviewing status of life insurance policies for existing clients to help determine if coverage is active and sufficient
- Various other tasks to be assigned as needed by the Branch Manager
Interested applicants should forward resumes to:
Concannon Wealth Management
Attn: Katie Brown
3935 Rabold Circle South, Ste 200
Bethlehem, PA 18020
or email here.
CWM Group, a financial planning and asset management firm, is seeking a Financial Planner/ Paraplanner to participate in all phases of the financial planning process.
Principal Responsibilities and Activities include:
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Interacting with office staff and clients
- Use of software tools to track and prepare various financial planning reports
- Assisting in the preparation of client presentations
- Facilitate and follow-up on the implementation of financial planning recommendations
- Maintain communication with current clients through on-going mailings, email and phone calls
Skills & Job Requirements:
- A strong work ethic, strong interpersonal skills and high integrity are a must
- Must possess excellent communication skills
- Ability to collect, analyze and communicate complex information
- Securities & Insurance Licenses Preferred
- College Degree or equivalent work experience required
Full-time salary position with benefits. Please email resumes or fax to 610-814-2430.
Concannon Miller’s reputation as the firm of choice comes from more than 50 years of creating value for our clients and our employees. We appreciate the people who work for us and with us. We invest in on-going professional development and state-of-the-art technology to help them succeed and we offer a competitive compensation and benefits package. When you join Concannon Miller you join people who value trust, respect and interdependence.
If this sounds good to you, contact us at chood@concannonmiller.com; include your resume and salary information.
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