Associate Planner
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At Fleishel Financial Associates, we commit our energies, intellect and experience in helping to attain the financial goals of our clients by providing the highest level of service and delivering high quality investment alternatives. Under limited supervision, our Associate Planner (AP) uses specialized knowledge and skills obtained through specialized training or certification to serve as a resource to a Senior Planner and his or her clients regarding overall financial planning issues. These areas include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. The AP will also complete defined work or projects of moderate scope and complexity. Responsibilities:
Knowledge/Requirements:
Employer Information Since 1990, Fleishel Financial Associates has provided clients Clarity and Confidence for Life℠ with comprehensive wealth management strategies. We offer a professional, creative and constant learning work environment as we assist our clients in simplifying and organizing their overall financial matters and work to achieve their financial goals. Securities offered through Raymond James Financial Services, Inc. (member FINRA/SIPC) Fleishel Financial Associates is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Fleishel Financial Associates and Raymond James Financial Services Advisors, Inc. |
Fleishel Financial Associates is an Independent Registered Investment Advisor. |
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. and Fleishel Financial Associates, Inc. Fleishel Financial Associates, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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