Lead Investment Advisor
RubinBrown
- Experience
- 10+ yrs
- Location
- Chicago, Illinois, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
About the role
Bachelor's in accounting or finance required; 10+ years as RIA, financial planner, or trust officer; CPA, CFA, or CFP preferred; Series 65 license or ability to obtain; Microsoft Office proficiency; ability to lift 30-50 lbs.
About RubinBrown
Accounting and professional consulting firm serving business, nonprofit, public-sector, and personal clients.
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