Senior Financial Advisor
4 weeks ago
Job Summary: We are seeking a Senior Financial Advisor to join our team at Carson Group Holdings, LLC. The successful candidate will have a strong background in finance and accounting, excellent analytical and communication skills, and the ability to work effectively in a fast-paced environment.
About the Company: Carson Group Holdings, LLC is a leading provider of financial services, including wealth management, investment advice, and retirement planning. Our company culture is built on the principles of integrity, teamwork, and innovation.
Key Responsibilities:
- Provide financial advisory services to clients, including investment advice and retirement planning.
- Analyze financial data and prepare financial reports and recommendations.
- Collaborate with cross-functional teams to drive financial initiatives and improve financial performance.
- Develop and maintain relationships with clients and other stakeholders.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Minimum 5 years of experience in finance and accounting.
- Strong quantitative and analytical abilities, with experience in financial modeling and forecasting.
- Advanced Excel skills, with experience with financial software/tools a plus.
- Ability to clearly communicate complex financial concepts to both finance and non-finance stakeholders.
Salary: $100,000 - $130,000 per year, depending on experience.
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Financial Advisor Coordinator
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Corporate Financial Advisor
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