ABOUT THE JOB Our purpose is to empower people to achieve financial well-being. We achieve this by educating..., we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment...
and improve client retention rates and meet new targets. Provide strategic tax planning and advice to clients. Analyze financial.... Ability to analyze financial records and provide strategic advice. Familiarity with tax laws and regulations. Excellent client service...