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Fostering relationships with CPA Partners and helping identify their existing clients who need the solutions we can provide
This position will include financial planning, tax planning, tax preparation, investments, estate planning, cash flow management and client goals.
We are excited to be adding a financial advisor role to our team. This advisor will be an integral part of our practice and we hope to hear from you!
You will have a supporting role in all aspects of our business. Must be team oriented, follow directions and deliver high quality customer service.
Established Certified Financial Planner with 33 years experience seeking an experienced financial planner who is interested in growing with the fir...