Financial Advisory - Financial & Tax Planning Specialist
Bluespring Wealth Partners · Madison, WI · 3 mo ago
FinanceFull-time
What You’ll Do
- Data Collection for Financial and Tax Planning
- Data Analysis for Financial and Tax Plans
- Client and Team Support
Qualifications
- Bachelor’s degree in finance, economics, business, or a related field.
- Desire and eligibility to pursue the Certified Financial Planner (CFP®) designation and Series 65 license.
- Candidates holding other financial-related designations/licenses such as a CPA will be strongly considered.