The #1 Site for Finance Jobs - search all Finance jobs.
I2n7rn6fc48rk6lz3yq

Assistant Financial Advisor

Description

Assistant Financial Advisor- Innovative Care Management Organization

About the Company:

  • Compassionate company dedicated to helping people who need care or financial management assistance
    • Make a difference and be a part of meaningful work
  • Friendly, supportive team
    • Gain training and guidance from established leaders in the accounting/finance field
  • Great benefits and job growth opportunities
  • Located in Downtown Seattle
    • Easily accessible to cafes, restaurants, and public transportation

Overview of the Assistant Financial Advisor role:

The Assistant Financial Advisor will assist the Manager who is responsible for a case load of clients and handles all planning and decision making for each. Some duties include:

  • Full financial management of clients
  • Set up and management of Trusts
  • Evaluate cash-flow needs and other objectives with Accounting and Finance Director
  • Budgeting and asset valuation

Preferred Qualifications for the Assistant Financial Advisor:

  • 1+ year in accounting, finance or related
  • Excellent communication skills
  • Passionate about helping

#cfsdec2021

Requirements

 

Job Snapshot

Location US-WA-Seattle
Employment Type Full-Time
Pay Type Year
Pay Rate $50,000.00 - $63,000.00 /Year
Store Type Other
Apply

Company Overview

Creative Financial Staffing LLC

CFS is a leading, employee-owned staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting, finance & IT professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. Learn More

Contact Information

US-WA-Seattle
Snapshot
Creative Financial Staffing LLC
Company:
US-WA-Seattle
Location:
Full-Time
Employment Type:
Year
Pay Type:
$50,000.00 - $63,000.00 /Year
Pay Rate:
Other
Store Type:

Description

Assistant Financial Advisor- Innovative Care Management Organization

About the Company:

  • Compassionate company dedicated to helping people who need care or financial management assistance
    • Make a difference and be a part of meaningful work
  • Friendly, supportive team
    • Gain training and guidance from established leaders in the accounting/finance field
  • Great benefits and job growth opportunities
  • Located in Downtown Seattle
    • Easily accessible to cafes, restaurants, and public transportation

Overview of the Assistant Financial Advisor role:

The Assistant Financial Advisor will assist the Manager who is responsible for a case load of clients and handles all planning and decision making for each. Some duties include:

  • Full financial management of clients
  • Set up and management of Trusts
  • Evaluate cash-flow needs and other objectives with Accounting and Finance Director
  • Budgeting and asset valuation

Preferred Qualifications for the Assistant Financial Advisor:

  • 1+ year in accounting, finance or related
  • Excellent communication skills
  • Passionate about helping

#cfsdec2021

Requirements

 
MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Assistant Financial Advisor Apply now