Working within a well-established accounting firm, this newly created position will see you work closely with the licensee, a highly regarded mentor, and business owner. This is an opportunity to build a business utilizing the tools, methodology, and support of like-minded entrepreneurs who are seizing the opportunity to take their practice to the next level.
Responsibilities include:
• Work with the licensee to develop and build a financial planning business
• Provision of financial advice to existing, long term clients
• Work alongside the owners of the accounting practice to offer advice to their existing clients. You will explore financial options, build a plan and manage them on a month to month basis
• Client Implementation – project manage the establishment of new products and transition of existing
• Professional development – maintain required qualifications, through continuing education and attending seminars and courses as required