Financial and Tax Planner

Dynamic RIA firm in Yardley, PA (located between Philadelphia and Princeton) seeks an intern enrolled in the CFP program. 

Our firm specializes in Financial Planning, Tax Planning, Trusts, Commercial Real Estate, and Investment Management for our existing client base of High Net Worth Families.

The opportunity requires an individual who is very intelligent, detail-oriented, committed to continuous learning, a motivated self-starter, and most of all ethical and a nice person. Team players willing to contribute to the overall combined success of the firm are a must.

You will have the opportunity to learn from experienced practitioners with over 60 years of experience in providing world-class financial advice and investment management.

Excellent written, oral, and digital communication skills required. Proficiency in the Microsoft Suite, especially Microsoft Excel, a must.

To apply, please send resume and cover letter to rconnell@apexfinancialadvisors.com