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
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.