Addicus: Provides comprehensive wealth management and private investment services.
4+ YOERequires 4+ years in finance, accounting, or tax; advanced Microsoft Office skills; independent financial modeling; tax and legal research; strong analytical, communication, and financial planning skills; and a bachelor's degree in a relevant business field.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, eMoney, WealthTec, MoneyGuide, CCH, Bloomberg Tax