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Job Details

Accountants- Personal Financial Planning

Company name
Thomas Byrne Associates


Hartford, CT

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Job Description
Accountants- Personal Financial Planning\r\rAn outstanding independent wealth management firm is seeking a highly skilled Personal Financial Planner to join their top-notch team. Our client was voted one of CT’s Best Places to Work in 2017 as well as one of the Top Financial Advisers of 2016. This high visibility position collaborates directly with the firm’s leaders allowing you the opportunity to be recognized. If your background aligns with the qualifications, apply today!\r\rThe company values a CPA skill set and will train you in the personal finance area. This is a salaried position, not commission driven. \r\r\rResponsibilities:\r\r Review clients' plans and determine the financial strategy.\r Educate and advise clients on specific financial areas, such as insurance and taxes.\r \r Gather and determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.\r Maintain the financial planning process and analyze financial information.\r Deliver exceptional client service.\r \r \r\r

Job Requirements
Qualifications: \r\r Must be a CPA with 3-7 years of experience.\r Knowledge of or heavy interest in financial, investment and income and estate tax concepts. \r Must be detail-oriented with strong interpersonal skills.\r

Company info

Thomas Byrne Associates
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Company Profile

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