St. Clair CPA Solutions

The professionals of CPA Financial Group, LLC and its affiliates are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, member FINRA, SIPC, a Registered Investment Adviser. Plan to Build Wealth

JOIN OUR ACCOUNTING TEAM One Career Solution, Many Benefits!

100% Paid Medical Benefits
Competitive Salary
401K Plan withFirm Contributions
Paid Vacation Time

Paid Sick Time
Paid Time Off for CPA Exam
Reimbursement for Philadelphia CPA Review Courses

Your One Solution for a Rewarding Career We offer a friendly, supportive work environment in two convenient locations. If you share our commitment to personal service and professional growth, we invite you to join us for a highly rewarding work experience.

Financial Service Representative Description

CPA Financial Group, LLC has an opportunity for a Financial Service Rep in our Merchantville, NJ office. This position will perform the following functions:

-Develop and maintain long-term client relationships. -Analyze client needs, make product recommendations and provide ongoing service for existing clients. -Produce reports and tracking models to monitor investment performance. -Work with Shareholder Advisor to improve procedures and recommend changes. -Communicate and educate registered representatives on regulatory requirements and licensing issues identified by the broker/dealer, NASD and SEC. -Transfer funds using broker/dealer website.

Requirements

Qualified candidates will have 3-5 years of experience performing an advisory role. Must hold Series 6, 66 and 7 licensure and BA degree.

WE ARE FULLY STAFFED FOR TAX SEASON 2010 Check back with us in June 2010 when we will be searching for our updated staffing needs.

Intern recruiting starts summer 2010 for Tax Season 2011.

To apply for a position with St. Clair CPA Solutions,
please complete and submit our online .

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