We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.
Requirements
Benefits
...accounts receivable (AR), and general ledger entries.+ Reconciliation: Assist in reconciling... ...: A bachelor's degree in accounting, finance, or a related discipline (Source: Robert... ...a plus but not always required for entry-level roles.+ Technical Skills: Proficiency in...
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