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Join Horizon Advisors: Financial Planning Consultant & Accounting Services Specialist Jobs

  • Location: Texas
  • Type: Full Time
  • Posted: October 8, 2024

Industry: Accounting Services,Financial Planning Consultants,Bookkeeping

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join the Team at Horizon Advisors

Job Title: Financial Planning Consultant

Horizon Advisors is a leading financial services firm that specializes in providing comprehensive financial planning, accounting services, and bookkeeping for individuals and businesses. We are currently seeking a dedicated and experienced Financial Planning Consultant to join our dynamic team.

Job Responsibilities:

  • Developing and implementing financial plans for clients based on their goals and objectives
  • Providing expert advice on investment strategies, retirement planning, risk management, and estate planning
  • Conducting thorough financial analyses to assess clients’ current financial situations and identify areas for improvement
  • Monitoring and adjusting clients’ financial plans as necessary to ensure they remain on track to meet their goals
  • Educating clients on various financial products and services to help them make informed decisions

Qualifications:

  • Minimum of 3 years of experience in financial planning or a related field
  • Certified Financial Planner (CFP) designation preferred
  • Strong knowledge of investment products, financial markets, and tax regulations
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits:

  • Competitive salary based on experience
  • Health, dental, and vision insurance
  • 401(k) retirement plan with employer match
  • Paid time off and holidays
  • Ongoing training and professional development opportunities

If you are passionate about helping clients achieve their financial goals and possess the qualifications and experience required for this position, we encourage you to apply to join the Horizon Advisors team!

To apply, please submit your resume and cover letter on this page.

Job Title: Accounting Services Specialist

Are you a detail-oriented accounting professional looking to take your career to the next level? Horizon Advisors is seeking an Accounting Services Specialist to join our team of dedicated professionals.

Job Responsibilities:

  • Providing accounting services for individual and business clients, including accounts payable/receivable, payroll processing, and financial statement preparation
  • Assisting clients with budgeting, forecasting, and cash flow management
  • Conducting regular financial reviews to ensure accuracy and compliance with regulations
  • Collaborating with clients and team members to identify opportunities for process improvement
  • Assisting with tax preparation and filing as needed

Qualifications:

  • Bachelor’s degree in Accounting or related field
  • Minimum of 2 years of experience in accounting services
  • Proficiency in accounting software and Microsoft Excel
  • Strong analytical and problem-solving skills
  • Ability to multitask and prioritize workload

Benefits:

  • Competitive salary and performance-based bonuses
  • Health, dental, and vision insurance
  • Flexible work schedule and remote work opportunities
  • Ongoing training and professional development
  • Opportunity for advancement within the company

If you are a motivated and analytical individual with a passion for accounting services, we invite you to apply to join our team at Horizon Advisors.

To apply, please submit your resume and cover letter on this page.

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