Missouri Licensed Financial Advisor

Job Summary

Providing world-class service to Financial Advisors, the contract Sr. Financial Advisor Partner will work remotely to offer education and guidance on partnership opportunities, compensation, healthcare options, and tax considerations.

Key responsibilities

• Support Financial Advisors by analyzing data to inform partnership decisions
• Prepare individual tax returns leveraging accounting and tax knowledge
• Manage multiple tasks while ensuring timely follow-up with Financial Advisors

Required qualifications

• Bachelor's degree in accounting, business administration, or finance, or relevant certifications for tax return preparation
• 2-3+ years of experience in individual tax return preparation
• Strong computer skills, particularly with Microsoft Office applications
• Ability to maintain confidentiality regarding sensitive information
• Experience in providing professional customer service and guidance