Sterling accounting financial planning and investment management

Who We Are We are a growing Registered Investment Advisory firm headquartered in Mt. Sterling, Kentucky specializing in financial planning and investment management. We manage more than 90 million of our clients money, assisting them in their goals, such as retirement savings, education funding, providing income throughout retirement, and leaving a legacy.

Our clients greatly value the service we provide to them, and describe us as friendly, always willing to listen and help, service-oriented, and trustworthy. Our team members describe our culture as a close-knit, family-like environment with an emphasis on maintaining a healthy work-life balance.

Experience and Skill Requirements 2 years of related experience preferred and has completed or is pursuing a bachelors degree in a related field accounting, finance, business management, etc. or experience equivalent including military service. Adaptable, accountable, and proactive excellent communication skills in-person, written, and via telephone proficient in Microsoft Office programs especially Excel, Word, and Outlook and other Windows-based applications AND you must value building relationships.

Email: Get Contact Email

Contact Number: Get Contact number

Age: 31 (report if not 18+)

REPORT

Post your own ad > get emails > Select one > Start dating.
*You must be 18+.

POST AD NOW

More closely matched