Financial Planning Assistant

4 weeks ago


Dallas, United States Joseph Giangiulio CPA Full time
Job Description

Job Description

Financial Planner & CPA looking for my right hand person. Assist me in selling investments, preparing tax returns,

and sales proposals . Must be Microsoft expert. I will train you and financial assistance towards completing

CFP designation and securities licensing. Broker/Dealer experience valuable but not required.

Profit sharing, paid overtime/vacation. Send resume to Ronnie@jgiangiulio.com and cc:joe@jgiangiulio.com.



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