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Accounting Planning Consultant
Skills
AccountingBusiness PlanningFinancial ManagementFinancial PlanningPlanningResearch SkillsTeam Leadership
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Law degree
- Minimum five years’ experience in estate planning
- Excellent verbal and written communication
- Customer service skills
- Excellent interpersonal, conflict resolution, and problem-solving skills
- Excellent administrative skills
- Ability to multitask
- High level of integrity, discretion, and confidentiality
- Self-motivated to produce and excel with minimal supervision
- Strong knowledge of Microsoft Office
- Ability to learn new software with minimal assistance
Nice to have
- Experience in advanced tax and irrevocable trust planning
- Family partnerships
- Foundations
Day to day
- Provide strategic financial planning and advice to clients
- Conduct comprehensive financial research and analysis
- Lead and manage a team of financial planners and consultants
Hiring process
- Watch our Life at Wright Ford Young & Co. and hear from employees on what it's like working at WFY: https://youtu.be/viB9MeTKnPA