Tax and Financial Advisor
Tax and Financial Advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The ideal candidate will deliver personalized investment solutions to help clients work toward their longterm financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Job requirements:
- Positive attitude and Team oriented
- A passion to be the best version of yourself.
- A personal drive to be accurate and coachable.
- Be honest dependable and ethical.
- 2 years experience in 1040 tax preparation
- Extended hours during tax season; position is not remote.
- Enrolled Agent designation would be a plus but not required.
Qualifications
- Bachelors degree in Finance or related field
- 5 years of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills.
Employment Type
Full Time
