Qualifications, Desired Skills and Experience:
- The right person is creative, reliable, innovative, and is an effective communicator. If you have a desire to provide outstanding client service, and possess an entrepreneurial spirit with a commitment to succeed, you will fit well with our team.
- Willingness to work directly with individuals and groups is a must, as the Advisor will be responsible for developing, supporting and managing client relationships.
- Ability to work independently on projects.
- A basic knowledge of financial planning is necessary for this position.
- Four-year college degree preferred
- Appropriate securities registrations and insurance licenses
- Willingness to give back to the community, as it is an integral part of our team culture.
As our tax professional, you will have the opportunity to work with an established tax firm. The tax practice has enjoyed over 40 years with a loyal client base. Because of the diligence of the firm the audit rate has been less than .01%.
Revenue breakdown is as follows:
88% Individual 1040, Schedule C, and Schedule F
9% Corporations and Trusts
3% Payroll Tax Services
- This position works directly with a Financial Professional and involves assisting the Financial Professional with the many tasks that are customary and expected in the financial services industry, including interaction with clients, review of accounts, preparing financial plans and presentations. We utilize smart technology to assist us with these tasks. A knowledge of Windows and Office is essential. We use proprietary software, including a client database and financial planning software. Ability to learn these tools is necessary for this position, with the assistance of training guides and videos. Basic knowledge of financial products, including mutual funds is preferred. This position requires interaction with both existing and new clients.
- This internship opportunity provides the opportunity to see the day to day activities of a financial professional that works directly with clients. You will have the opportunity to experience the role of a Financial Professional, with the support, technology, collaborative team knowledge, experience and structure of an established practice.