MillerMusmar CPAs · 3 months ago
Financial Planner/Advisor
Reston, VA
Full-time
Onsite
Entry, Mid Level
2+ years expMillerMusmar CPAs is a fee-based Wealth Management and Financial Planning firm seeking a dedicated Financial Planner/Advisor to join their team. The role involves assisting the principal financial advisor with planning and advisory functions, managing client relationships, and utilizing advanced software for financial planning.
AccountingAdviceFinanceFinancial Services
Responsibilities
Assist principal financial advisor in planning and advisory functions for clients
Utilize advanced software for financial planning and account aggregation
Collaborating to enhance client experience
Serve as fiduciary advisor managing accounts according to our firm’s strategies
Handle trading and account management
Take over client relationships for assigned accounts
Qualification
Required
At least 2 years working in a financial advisory environment
A passion for working with clients on their financial planning needs & account management
Comfort in using advanced financial planning and tax modeling software (training provided)
A desire for long-term income growth and professional development within the firm
Preferred
Relevant certifications (Series 7,65 and or CFP) will be a plus
Company
MillerMusmar CPAs
MillerMusmar, CPA's provides top quality audits & reviews, business valuations, tax and accounting services to clients throughout the Washington Metropolitan area and beyond.
11-50 employees
H1B Sponsorship
MillerMusmar CPAs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Early StageLeadership Team
Heidi Gouger
Chief Operating Officer
Angie Lunghi
Partner
Company data provided by crunchbase