Financial Growth Consultant

7 days ago


Bodega, California, United States Corvee Full time
Job Description

This is an exciting opportunity to work as a Financial Growth Consultant at Corvee. We're looking for someone who can help our clients achieve their financial goals through proactive tax planning.

Main Responsibilities:
  1. Develop and implement strategic plans to drive financial growth for our clients.
  2. Collaborate with accounting firm owners and partners to challenge them to become better versions of themselves.
  3. Analyze data and market trends to provide actionable insights for client growth.
  4. Manage a portfolio of 60+ clients with high-touch, personalized support.
Requirements and Qualifications:
  • Minimum 3 years of experience in client success or account management.
  • Strong analytical and problem-solving skills, with the ability to derive insights from data.
  • A customer-centric mindset, with a focus on delivering exceptional results.
Benefits:
  • Competitive salary range: $80,000 - $105,000 per year.
  • Unlimited PTO, allowing you to recharge and pursue your passions.
  • Equity opportunities, enabling you to share in the company's success.
  • A comprehensive benefits package, including a 401k plan with matching, health insurance, and paid parental leave.


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