CPA & Associate Financial Advisor (Jacksonville, Oregon)

CPA & Associate Financial Advisor (Jacksonville, Oregon)

07 Feb 2019

CPA & Associate Financial Advisor (Jacksonville, Oregon)

Vacancy expired!

Did you study accounting but find yourself as interested in people as you are in numbers? Do you want to continue using your technical skills but apply them directly to helping people instead of large companies? Are you interested in using your financial knowledge to help people achieve financial independence?

At Practice Financial Group, you'll be working with a dynamic group of people serving the accounting, tax and financial planning needs (business and personal) of our dental and medical practice owning clients across the country.

We are looking for someone to become our next associate financial planner who will work directly with a lead planner to act as the business and personal CFO for our dental practice owning clients. In this role, we will support you in your effort to obtain the Certified Financial Planner® designation, which is the CPA-caliber equivalent in the financial planning industry. You will have the opportunity to help our clients create their financial future by providing tax planning, retirement planning, investment management, medical/dental practice profitability management, cash flow planning, debt reduction strategies services, etc. This knowledge and these services will be used to directly help our clients progress towards financial independence. Over time, for these high net worth individuals you will have the opportunity to become their #1 most trusted advisor.


To excel at this job you will need:

• 2-5 years of experience working for a reputable public accounting firm, ideally in tax.

• Active CPA license.

• Proven evidence of career growth and success in prior endeavors

• Ability to work in fast-paced environment with great attention to detail and big-picture strategy

• Strong ability to organize and analyze detailed information

• Solid interpersonal skills. This is not a sales job, but the abilities to ask good questions, listen, and communicate persuasively are critical to success.

• Most importantly, you have to care about people. If you don't genuinely care about the people you serve, you will not succeed here; if you do care, you will thrive!

Benefits: 401(k) match, generous PTO

Location: Beautiful Southern Oregon (office in Jacksonville)

How to apply: email a PDF copy of your resume and cover letter

Job Details

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