Financial and Tax Planner

Apex Financial Advisors Inc
Yardley, Pennsylvania
Salary commensurate with experience and abilities
Closing date
Dec 22, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
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Job Details

Dynamic RIA firm in Yardley, PA (located between Philadelphia and Princeton) 

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


The ideal candidate is highly intelligent, hard working self starter who wants to learn from someone with decades of experience.
Find Us
85 S. Main St.
Apex Financial Advisors Inc.

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