5+ YOE2+ MgmtBachelor’s degree in Business required; 5+ years accounting experience including staff management; CPA/CMA preferred; GAAP/GAAS knowledge; proficient with accounting software; strong communication; team oriented; problem-solving.
3+ YOERequires 3+ years in financial services with a growing personal practice, active Life and Health License, client development experience, leadership ability, and U.S. work authorization.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development and planning success, leadership ability, and U.S. work authorization.
3+ YOERequires 3+ years in financial services with a growing personal practice, active life and health license, client development and planning success, leadership ability, and U.S. work authorization.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, and leadership experience. Series 6/7 and 63/66 preferred.
3+ YOERequires 3+ years in financial services with a growing personal practice, active Life and Health License, client development and planning success, leadership ability, and U.S. work authorization. FINRA Series 6/7 and 63/66 preferred.