3+ YOE3+ years financial services experience with a growing personal practice; active life and health license required; FINRA Series licenses preferred; client development and leadership skills.
3+ YOE3+ years financial services experience with a growing personal practice; active Life and Health license required; FINRA Series licenses preferred; demonstrated client development and leadership skills.
10+ YOE5+ MgmtBachelor's in accounting/business required; active CPA preferred; 10+ years accounting/business advisory experience; 5+ years management experience; experience with write-up, bookkeeping, payroll, and client-facing advisory; proficiency with QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, and Microsoft Office.
QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, Microsoft Word, Microsoft Excel, Microsoft Outlook
Byron Bank: Community bank providing personal, mortgage, and business financial services.
1+ YOE1-2 years banking or teller experience; high school diploma; strong math, problem-solving, written communication, and customer service skills; familiarity with federal/state banking rules; proficiency with Microsoft applications and FISERV Client 360.
Microsoft applications, FISERV Client 360, Navigator, Director