Financial Advisory - Financial & Tax Planning Specialist

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.

Skills

• Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
• Strong analytical skills.
• Ability to work independently and collaboratively in a team-oriented environment.
• Commitment to fiduciary responsibility, ethical conduct, and client-first principles.