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Posted: Tuesday, August 29, 2017 7:59 PM

Job DescriptionAt ClearWealth, we are looking for talented people who want to take control of their career future. We offer the freedom to run your own financial services practice with the support of a Fortune 300 Company behind you. If you have the desire to be directly rewarded for your efforts, make a difference in peopleA cents € (TM) s lives and be in a field that offers ongoing learning, you should explore the Financial Representative opportunity. It could be the best career decision you ever make.Responsibilities:Determine financial status and analyze forecast resultsPerform month-end client valuation for assigned funds Research and assess offshore and domestic fund optionsResolve accounting errors on a timely basis with documentationPrepare profit and loss modelsQualifications:Experience in accounting, finance, or other related fieldsAdvanced spreadsheet skillsStrong attention to detailStrong analysis and critical thinking skillsHave or will obtain a Series 6 or 7, and 63 as well as State Life and Health LicensesGoal oriented with a commitment to personal growth


• Location: Everett

• Post ID: 54447053 everett is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017