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CPA, PFS and Investment Advisor
| Details |
Country: USA
Location: FL Daytona Beach
Total applied: 40
Career Level: Experienced (Non-Manager)
Job Type: Employee
Job Status: Full Time
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CPA, PFS and Investment Advisor
CPA, PFS and Investment Advisor
Florida based Multi-Family Office providing financial, tax and estate planning services to high net worth families seeks a CPA, PFS with at least 5 years of experience. Candidates should have an active series 65 license and be qualified to manage client investment accounts and draft family financial plans. Client service is the key to our success in client retention and growing the firm rapidly. Candidates must also posses the ability to communicate well with clients and display the utmost in professionalism. We offer opportunities for advancement and career growth. Compensation is commiserate with experience.
Please provide track record of the above services you have provided along with your resume and email the information to dale@lexingtonfamilyoffice.com
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