Associate Wealth Advisor: CPA-to-CFP Track
Illinois CPA Society
ShankerValleau is seeking an associate wealth advisor to join our growing wealth team of CFP and CPA professionals. The ideal candidate has extensive accounting or finance experience and is eager to learn all aspects of the wealth advisory process. The role includes assisting with financial planning and tax returns, as well as client service development to build a broad wealth advisory foundation. Applicants should be ready to pursue CFP designation, with CPA designation considered a plus. #J-18808-Ljbffr Illinois CPA Society
Vacancy posted 9 hours ago
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