I GOT AN INTERVIEW!!!!!!!

Kind of a big deal.

It's with a CFP (certified financial planner) in Chesterfield. She has her own practice, Sterling Financial Advisors. Here's the job description:

This is an excellent opportunity for a candidate wanting to get into Financial Advising/ Sales. Opportunities for advancement are available for the right person.

Administrative
Servicing client phone calls
Processing client applications for investments
Following up on pending business
Maintaining producer licenses
Maintaining client database (Junxure)

Portfolio Management
Prepare client investment reviews
Download and maintain data in performance database (Centerpiece)
Monitor/analyze news regarding preferred mutual funds and managers

Other
Lobby workstation requires friendly/professional interaction with clients
Contact with property management company regarding office concerns

Qualifications:
Proficiency in MS Excel, MS Word and Internet
ParaPlanner designation within 6 months of employment
Attention to details is imperative, financial experience is not
This is a position for a focused, proactive person interested in being part of a growing independent financial planning practice. This mature individual will assist with managing my existing clients as well as helping to develop new client relations. I need someone who is flexible and creative; organized, efficient and can handle several tasks at once. This job requires the ability to be an excellent team player, yet must be equally adept at working independently


YAY!!!!!!! I have to set up an interview with her for either next Thursday or the following Monday. Probably Monday. I need a suit and all kinds of stuff. Katie, I wish you were here in St. Louis to shop for me!

How nerveracking!!!! And how awesome that there is a chance that I WON'T be at Target this Christmas :)