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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - General
Min 2 yrs required
Financial Education Practice - Senior Associate The candidate will work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Will proactively assist in the management of several clients, while reporting to Managers and above. Train and lead staff. Establish effective working relationships directly with clients. Contribute to the development of your own and team’s technical acumen. Keep up to date with local and national business and economic issues. Be actively involved in business development activities to help identify and research opportunities on new/existing clients. Continue to develop internal relationships and brand. Bachelor Degree is essential. Must have 2+ years of experience. CFP, CPA, CFA and/or JD degree is preferred. A knowledge of common benefit plans (i.e., defined contribution plan, defined benefit plan, stock options, stock appreciation rights, deferred compensation plan) is preferred.
Job ID: 25151WD
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