Job Overview. We are a seasoned CPA and wealth management firm with 40 years of excellence in enriching our clients' lives and empowering them to achieve their financial dreams. We are currently seeking an experienced Investment Advisor Representative with a minimum of three years in the financial services industry to join our team. The ideal candidate will have a solid foundation in investment and retirement principles, as well as proficiency in...
We are a CPA and wealth management firm with over 40 years in business. Our team is dedicated to enriching the lives of our clients and empowering them to achieve their goals. Our office is fast-paced and offers great opportunities for professional growth within a team-oriented culture. You will be a great fit if you enjoy serving others and are looking for an exciting work environment and flexible work schedule. Your core responsibilities will i...
