Financial Advisor

Job Summary

A company is looking for a Financial Advisor.

Key Responsibilities

• Conduct up to five 1-hour Zoom calls per day with Client's Financial Advisors
• Prepare thoroughly for each call by reviewing relevant documentation and advisor profiles
• Maintain accurate records of each interaction and collaborate with internal teams for consistent support

Qualifications

• Bachelor's degree in Accounting, Finance, or Business Administration (or relevant certifications may substitute)
• 2-3 years of experience in a client-facing or financial advisory support role
• Strong understanding of individual and/or partnership tax returns
• Proficiency with Zoom and virtual collaboration tools