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Finance Analyst

Company: Convergent Wealth Management, LLC
Location: Chesterfield
Posted on: July 13, 2019

Job Description:

Convergent is a Wealth Management firm serving clients in investing, risk management, educational and estate planning, and tax compliance.--We are an independent Registered Investment Advisory firm, with an embedded CPA, who holds to a fiduciary standard in all our practices.--We provide complex, custom, fluid solutions for our clients.--The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data; will be a self-initiating professional who can prioritize projects as part of a team in a fluid and complex financial office environment.----The successful candidate will exhibit both technical and interpersonal skills as they address custom solutions with critical thinking skills in relating to clients and team members.----This is a 30hr/wk position. We offer a competitive salary and incentive package.--ResponsibilitiesAccount analysis and investment account performanceFinancial plans and projections in conjuction with solutions to meeting goalsAccounting and audit supportWork in compliance with safe-well policies at all timesQualificationsBachelor's degree in Accounting, Economics, or Finance or equivalent experienceMin 2+ years' financial analysis experienceAdvanced knowledge of MS Suite, Accounting and planning software

Keywords: Convergent Wealth Management, LLC, Chesterfield , Finance Analyst, Accounting, Auditing , Chesterfield, Missouri

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