- Salary
- $85k - $90k
- Experience
- 1+ yrs
- Location
- Goleta, California, United States
- Job type
- Full-time
Required skills
- MoneyGuide Planning Software
- Redtail CRM
- Schwab
About the role
1+ years financial services experience; bachelor's degree; Series 65 required within 120 days; clean U4; knowledge of financial products and planning; strong communication and detail orientation.
About Platform Accounting Group
Private U.S. accounting-services group supporting boutique firms with tax, audit, outsourced accounting, and ERP consulting services.
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