FEE-ONLY, RETAINER BASED, BOUTIQUE RIA
BA/BS in accounting, finance, economics, or business strongly preferred. 3-5+ years of financial industry experience. CPA, CFP, EA, or other relevant designations and/or licenses preferred. Mid- to high-level skills in Microsoft Office products. Go-getter. Self-starter. Team player. Working in a small business requires that you wear many hats.