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Financial Planner/CPA/CFP
Growing fee-based, dental specific financial planning firm with national client base is seeking an experienced individual looking to pursue a career in financial planning. This professional position requires integrity, strong interpersonal skills and a sincere desire to help people reach financial security. Applicant must have well-developed verbal and written communication skills, computer capabilities and be a team player. This position will involve technical financial planning support, working directly with clients and ultimately managing client relationships. The background that will prepare you to succeed may include 3-5 years of leadership experience in the financial arena – public accounting or private industry. We would prefer an applicant with CFP® or CPA credentials, but will consider experience in a related field with a commitment to pursue certification quickly. We offer a team-oriented work environment, with excellent career development opportunities, and competitive pay and benefits. Please send resume, salary history, references and requirements to: careers@huffordfinancial.com
Financial Planning Analyst
Growing fee-based dental specific financial planning firm with national client base is seeking an experienced individual looking to pursue a career in financial planning. This professional position requires integrity, strong technical skills, and a high level of productivity to support the preparation of complex financial plans for high net-worth clients. Applicant must have well developed verbal and written communication skills and be a team player. This position will involve technical financial planning support, extensive use of Excel and Word, and ultimately working directly with clients. The background that will prepare you to succeed may include 1 - 3 years experience in the financial arena – public accounting or private industry. A preferred candidate will have a Bachelor’s degree in accounting, finance, or related business field. We offer a team oriented work environment with excellent career development opportunities and competitive pay and benefits. Please send resume, salary history, references and requirements to: careers@huffordfinancial.com
Planning Coordinator/Administrative Assistant
Growing financial planning firm is seeking an experienced individual to support multiple Financial Planners: client scheduling, data gathering, team player, problem solving with seasoned communication, follow-up and interpersonal skills. Contact with business owner clients, staff and other professionals. Applicants to be self-motivated, organized and capable of multi-tasking with minimal supervision. 3 – 5 years experience in Microsoft Office tools. May support other departments as needed, minimal receptionist duties. Previous experience with investment firms, financial planning, finance or accounting a plus. Salary based upon experience. Please submit resume, salary requirements and references to: careers @huffordfinancial.com
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