Financial Consultant
3 weeks ago
We are seeking a highly skilled Financial Consultant to join our team at El Triunfo Corporation in Santa Ana, CA. As a key member of our Accounting and Tax Firm, you will play a crucial role in assisting Hispanic business owners with their financial planning needs.
The ideal candidate will be fluent in both English and Spanish, possess strong analytical skills, and have a deep understanding of financial regulations.
Salary: $70,000 - $90,000 per year, depending on experience
Job Description:
- Conduct financial interviews with clients to gather relevant financial information for financial planning.
- Prepare and review financial statements for individuals and businesses, ensuring accuracy and compliance with current financial laws.
- Provide excellent customer service by addressing client inquiries and concerns in a professional and timely manner.
- Stay informed about changes in financial laws and regulations to ensure accurate and up-to-date financial planning.
- Collaborate with other team members to share knowledge and best practices within the firm.
- Assist in identifying potential financial opportunities for clients.
Required Skills and Qualifications:
- Bilingual proficiency in both English and Spanish.
- Previous experience in financial planning and a strong understanding of financial regulations.
- Knowledge of accounting principles and practices.
- Excellent communication and interpersonal skills.
- Detail-oriented and able to work independently.
- Familiarity with financial software and related tools.
- CPA or Enrolled Agent certification is a plus.
- Prior experience working with Hispanic business owners is highly desirable.
Benefits:
- Competitive salary commensurate with experience.
- Health insurance coverage.
- Professional development opportunities.
- Collaborative and supportive work environment.
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