processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired Carly... Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-Hybrid...
, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA...), and Go File Room is strongly desired Carly Seidl, from our recruiting team, will be guiding you through this process...
, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA...), and Go File Room is strongly desired Carly Seidl, from our recruiting team, will be guiding you through this process...
processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired Carly... Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-Hybrid...
, LIHTC, RIA, etc.) is preferred CPA license or working towards CPA required CPA license required at the Manager level... & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team...
, LIHTC, RIA, etc.) is preferred CPA license or working towards CPA required CPA license required at the Manager level... & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team...
, LIHTC, RIA, etc.) is preferred CPA license or working towards CPA required CPA license required at the Manager level... & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team...
Participate actively in the consultant recruiting and performance management processes Train consultants within the Financial...: RIA, Broker/Dealer, Bank Trust Department, Wealth Tech Provider Core Business & Delivery Skills Leading client-facing...
, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor... strategic direction for the division, with the ultimate goal of driving profitability and delivering outsized recruiting...
broker/dealer and RIArecruiting experience Securities registration preferred Experience with Salesforce CRM software...