Overview
- Full understanding in eMoney and how to create plans, run analysis and set up all automation
- Understanding in how to work with the custodians of Schwab, TD Ameritrade, Altruist, Interactive Brokers
- Compentency in ROTH conversion analysis, GAMMA, TLH, selective share RMD
- Advanced skills in CRT’s, and Trusts
- Understanding in business structure and tax
- Understanding in personal tax
Requirements
- Clean background
- Series 65 License
- At least five years working history
- Testing on eMoney
- Common philosophy with investment management
- Attention to detail
- Attention to follow up rules
- Clear and concise email communications
Benefits
- None – this is an independent contractor position
About One Wealth Map LLC
- Either part time or part time to full
- Entry of data to eMoney
- Date verification of eMoney data with client
- Keeping eMoney connections and data up to date
- Assisting in keeping eMoney up to date.
