The JMJ Phillip Finance Team is currently seeking a Financial Advisor/Tax Specialist for a client near the Detroit area.
The ideal candidate will possess:
- Degree in Business, Finance, or Economics preferred
- Prepare and plan investment strategies
- Knowledge of Junxure, Lacerte, GoToMeeting, Morningstar, Schwab, and Skype
- Comfortable interfacing with customers and requesting referrals
- Assist in other related areas
This job posting expires in 30 days, please contact us for other like openings with our executive recruiters.