🚀 go-pugleaf

MANAGER PERSONAL FINANCE CONSULTING

Location: Southwest




Company: International Consulting Firm




Primary Accountabilities and Responsibilities: 

 	Create your own book of work
 	There will be no work; you must sell your own
 	We have large corporate accounts where we do taxes for top
tier of management, i.e., CEO, CFO, COB, etc. Sell and deliver
 	Clients are business owners, high net worth individuals,
inherited wealth, professionals that make a lot of money -- MD,
attorneys

Credentials / Knowledge / Skills Preferred:

 	Masters in Tax or JD/LLM preferred; CPA not required; CFP
strongly preferred
 	Estate planning, financial planning, investment planning,
business development, investment advisory asset alocation; clients are
individuals
 	Good contacts in Houston
 	Work typically on a fee only basis rather than commission

Package: Competitive compensation package plus attractive bonus and
corporate benefits




Contact:

BEST/World Associates, Inc.
Arlington, Texas


(817) 861-0000   (800) 749-2846   FAX (817) 459-2378


A N     E Q U A L     O P P O R T U N I T Y     E M P L O Y E R

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BEST/World Associates
http://www.bestworld.com/bestworld
peter@bestworld.com