Tax & Financial Advisor

Our team is growing and looking to add another member!

An ideal candidate would share the core values that Choice Advisors is built upon. We believe that our client's interest should always be put above our own by adapting to everchanging situations, exceeding expectations, and feeling understood.

The best candidates would have previous tax preparation experience, along with knowledge of financial planning, including, but not limited to Series 7 and 66 licensing.

With a time-tested development path, our Tax and Financial Advisors will learn under the wing of a senior advisor to create lasting and meaningful impacts in the lives of those we service.

The Choice Advisors difference is the relationship it has with our sister company Focused Tax Solutions. By essentially fusing a financial services practice with a tax preparation company, the advice that our advisors render truly is in a league of its own.

When it comes to the services, we offer clients we value a holistic, team-based perspective.

We offer a wide array of concessionary services for our clients: Tax Preparation, Life Insurance, Annuities, Long Term Care Solutions, Medicaid Planning, Estate Planning, Retirement Income, Social Security Analysis, Mortgages, Cash Flow Management, and many more...

This not only goes to broadening the range of experience for the accepted applicant but keeps day-to-day tasks unique and interesting.

Qualifications

• Excellent interpersonal skills
• Bachelor's degree in Finance or related field
• Ability to manage and prioritize time in a fast-paced environment
• Strong understanding of personal finance, investments, and insurance

Benefits

• 401(k)
• Company match
• Paid time off & holiday pay
• Opportunity to participate in revenue pool
• Competitive salary based on experience levels

Requirements

• Series 7 & 66
• Life & Health Insurance Licenses
• Bachelor's degree in Finance or a related field

• Financial Services

Full-time or Commissioned Contractor

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