Job Seekers, Welcome to FPA Job Board
Search Filters
Use this area to filter your search results. Each filter option allows for multiple selections.
Search Results: 24 Jobs
Save Agent
Loading... Please wait.
EntentVest Inc.

Palo Alto, California

Ferguson Wellman Capital Management

Portland, Oregon

Confidential

Denver, Colorado

Confidential

Dallas, Texas

Confidential

Houston , Texas

The Financial Advisors, LLC Logo
The Financial Advisors, LLC

Newburyport, Massachusetts

University of Illinois

URBANA, Illinois

University of Illinois

URBANA, Illinois

Northeast Planning Associates, LPL Financial

Newburyport, Massachusetts

Laurel Wealth Planning Logo
Laurel Wealth Planning

Edina, Minnesota

Capstone Financial Advisors Logo
Capstone Financial Advisors

Downers Grove, Illinois

Roth's Fresh Markets Logo
Roth's Fresh Markets

Salem, Oregon

Pugliese Creative Ventures

DELRAY BEACH, Florida

EXACT Sports Logo
EXACT Sports

Chicago, Illinois

Confidential

West Linn, Oregon

Confidential

West Linn, Oregon

David E. Tully & Associates, PA

Nashua, New Hampshire

Conserv FS

Woodstock, Illinois

Grande Ronde Hospital

La Grande, Oregon

Prosper Portland

Portland, Oregon

Elite Consulting, P.C. Logo
Elite Consulting, P.C.

Lake Forest, Illinois

Hjerpe & Tennison CPAs

Bloomington, Illinois

Pittman & Brooks PC

PORTLAND, Oregon

Loading... Please wait.
Investment and Tax Associate
We are looking for a new team member that will work in a small family owned office with 3 other employees. We need someone who is very good with details and organization as well as has some knowledge/is interested in the investment and tax arena. Job duties include but are not limited to: Communicating with clients, such as:o Scheduling appointmentso Answering questions about accountso Problem solving – correcting errors if neededPreparing for Client Meetingso Printing reportso Preparing paperworkProcessing paperworko Account opening and closingo Tracking transfers/rolloverso Contributions to/Distributions from client accountso Beneficiary changes


This job listing is no longer active.

Check the left side of the screen for similar opportunities.
Loading. Please wait.
Powered By Naylor Association Solutions