CPA Financial Planner in Albuquerque, New Mexico For Sale
Type: Other Jobs, For Sale - Private.
CPA Financial Planner
Available: Immediately
Company: REDW
Contact: Linda Filocha
xxxx Jefferson Street, NE
Albuquerque, NM xxxx9
Phone: 505-998-xxxx
Fax: 505-998-xxxx
Email: LFilocha@REDW.com
Preferred Method
of Contact: Email
CPA with minimum ten years tax experience mostly individual, trust, gift and estate
CPA/CFP or CPA/PFS preferred; CPA attorney welcome; will train and credential in financial planning if not already for exceptional candidates with strong interest in planning
Senior position in Albuquerque
Competitive salary and benefits commensurate with experience
Securities experience preferred; securities understanding essential; trust company experience may be substituted
The position will entail supervision of trust and estate work; oversight of tax preparation; creating individual financial plans from limited to comprehensive; interacting with clients, tax personnel, attorneys, insurance and investment advisors; giving investment advice; teaching financial wellness seminars; business development; and oversight of personnel
REDW Stanley is a well-established fee only wealth management division of REDW, llc with offices located in Albuquerque and Phoenix. We have an impeccable reputation in the financial planning and securities communities and offer superior opportunities for growth and advancement.