TalentWealth · 2 weeks ago
Assistant to the Chief Financial Officer
Watkinsville, GA
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $60K/yrTalentWealth Recruiting is a boutique financial services recruiting firm, and they are seeking an Assistant to the CFO for an independent financial advisory firm in Georgia. The role involves supporting the CFO and has potential for growth into a Director of Operations position.
AdviceFinancial ServicesRecruiting
Hiring Manager
Paul Garcia
Responsibilities
Work directly with their CFO
Eventually own payroll, advisor payouts, reconciliation, and A/R
Qualification
Required
Bachelor's degree in Finance, Economics, or Accounting
Excellent communication skills and a service-focused personality with a high ceiling to grow into more senior roles
Ability to work full time in-office M-F
Preferred
Interest in the financial advising space
Desire to be on the CFO path or interest in other growth opportunities within a large, successful financial advisor practice
Company
TalentWealth
TalentWealth recruits for financial services roles, including branch support and wealth management positions.
Founded in 2018
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Cory Rhoads
Co-Founder / Managing Partner
Paul Garcia
Co-Founder & Managing Partner
Company data provided by crunchbase