About this role
Advisor - Future Opportunities at Milestone Financial Planning, LLC. Location: Bedford, New Hampshire, United States. Role: build relationships, advise tax, onboard clients Requirements: 2+ years financial planning or tax experience; CFP certification; Bachelor’s degree; strong communication; team player; self-driven. Category: Finance and Accounting Seniority: Mid Level Tools: Right Capital, Advyzon, Eclipse, Lacerte Tax, Office 365, SharePoint, Teams Certifications: cfp, cpa Commitment: Full Time Workplace: Onsite Languages: English