Partner with owner of company to do financial planning and business strategies, forecasting, and benchmarking.
Must have strong excel skills. Analyzing finances and building client reports within their financial plan.
Highly proficient in Excel
Financial planning and investment experience is a benefit.
Job Type: Full-time
Pay: $50,000.00 – $150,000.00 per year
Benefits:
Schedule:
COVID-19 considerations:
all remote as of right now.
Experience:
Work Location: Remote
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