Bachelor's degree in finance/accounting or related field required; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning credentials a plus.
Bachelor's degree in finance/accounting or related field required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning licenses/certifications are a plus.
Bachelor's degree in finance/accounting or related, experience in financial consulting preferred, strong analytical and communication skills, ability to build client relationships, and familiarity with financial tools and analytics.