Associate Financial Advisor/Tax Preparer
Westco Financial Group
Job Description
Company Description
\nWestco Financial Group is a Comprehensive Wealth Management firm based in Lynbrook, NY, comprised of four companies specializing in different financial sectors. Westco offers custom investment plans, financial planning, income tax planning, and access to the general securities market.
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Role Description
\nThis is a full-time on-site role for an Associate Financial Advisor/Tax Preparer.
\nAssist senior team with: Preparation of client work, client meetings, investment research, financial planning and insurance, business development, independent/financial advisor recruiting, tax preparation.
\nSalary, bonus, commission on licenses sales, full medical and retirement plan offered
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Qualifications
\nLooking for a self-motivated, self-directed, entrepreneurial person
\nIncome Tax preparation experience a plus, ready to train
\nStrong computer skills in word, excel, power point, publisher, outlook
\nStrong communication and organizational skills, ability to interpret large amounts of data and multi-task, strong analytical and critical thinking skills, teamwork skills and ability to make decisions
\nPrior related internship or work experience is preferred
\nBachelor’s degree, MBA/MS degree or in progress, securities license or ability to obtain within first 90 days
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Industry
\n- \n
- Financial Services \n
Employment Type
\nFull-time
Vacancy posted 3 days ago
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