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Aspiring Personal CFO — Wealth & Family Office

Corient Private Wealth LLC.

Corient Private Wealth LLC. is seeking an Associate, Personal CFO in Dallas, TX. This full-time position involves bookkeeping functions, vendor management, and financial statement familiarity. Candidates should have a Bachelor's degree in Accounting and at least 2 years of relevant experience. The role requires strong Excel proficiency, effective communication, and excellent self-management skills. Competitive benefits include a 401(k) plan, medical options, and paid professional designations. #J-18808-Ljbffr Corient Private Wealth LLC.

Vacancy posted 2 days ago
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