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Associate Financial Advisor/Tax Preparer

Westco Financial GroupLynbrook, New York🇺🇸United States

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeOn Site
LocationLynbrook, New York, United States
Microsoft ExcelTax Preparation

Job description

Job Description

Company Description

Westco Financial Group is a Comprehensive Wealth Management firm based in Lynbrook, NY, comprised of four companies specializing in different financial sectors. Westco offers custom investment plans, financial planning, income tax planning, and access to the general securities market.

Role Description

This is a full-time on-site role for an Associate Financial Advisor/Tax Preparer.

Assist senior team with: Preparation of client work, client meetings, investment research, financial planning and insurance, business development, independent/financial advisor recruiting, tax preparation.

Salary, bonus, commission on licenses sales, full medical and retirement plan offered

Qualifications

Looking for a self-motivated, self-directed, entrepreneurial person

Income Tax preparation experience a plus, ready to train

Strong computer skills in word, excel, power point, publisher, outlook

Strong communication and organizational skills, ability to interpret large amounts of data and multi-task, strong analytical and critical thinking skills, teamwork skills and ability to make decisions

Prior related internship or work experience is preferred

Bachelor's degree, MBA/MS degree or in progress, securities license or ability to obtain within first 90 days

Industry

  • Financial Services

Employment Type

Full-time

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