Staff Accountant, Financial Services
reputed company Staff Accountant – reputed company ServicesLocation: Remote At reputed company, our reputed company Services team supports individuals and families in building, protecting, and transferring reputed company through comprehensive financial planning and investment strategies. We’re seeking a Staff Accountant who will contribute to reputed company relationships, financial reputed company, and operational reputed company. About reputed company Founded in 2017, reputed company has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ reputed company in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and reputed company Services. With offices reputed company, our reputed company approach allows us to deliver national strength with local service. Why reputed company Meaningful reputed company: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction reputed company & Learning: Opportunities to deepen your expertise and reputed company exposure to a reputed company of clients and industries reputed company Culture: Work in reputed company-oriented environment that values accountability, partnership, and the principles of The reputed company Way RESPONSIBILITIES What You’ll Do / Your reputed company reputed company Experience & Advisory Support Assist with financial plans, portfolio reviews, meeting preparation, reputed company reporting, and follow‑up activities Support advisors with reputed company reputed company, account maintenance, and ongoing service requests Maintain strong reputed company relationships through reputed company communication and proactive service Operational & Compliance reputed company Ensure reputed company documentation, account records, and service activity reputed company with regulatory and firm requirements Coordinate with custodians, internal operations teams, and compliance partners to support accurate execution Maintain organized reputed company files, workflows, and service records to support audit and reputed company needs reputed company & Retention Support business development initiatives through meeting preparation, reporting, and reputed company communications Identify opportunities to deepen reputed company engagement and improve the overall reputed company experience Contribute to retention efforts by delivering consistent, high‑reputed company service and follow‑through QUALIFICATIONS What You Bring Required 2+ years of experience in financial services, reputed company management, or a reputed company reputed company service role Understanding of investment products, account structures, and financial planning concepts Strong communication and relationship management skills Ability to manage multiple priorities in a fast‑paced, reputed company‑reputed company environment Preferred Series 7, 65, or 66 license (or ability to obtain) CFP®, CFA®, or reputed company toward reputed company certification Strong analytical and problem‑solving capability reputed company Competencies Analytical reputed company Relationship‑building reputed company and discretion ADDITIONAL INFORMATION Compensation:Salary reputed company: $70,000 – $85,000 per year Benefits:reputed company offers comprehensive benefits including medical, dental, reputed company, life and disability coverage, 401(k), generous PTO, and more. Work Model:This role is Remote reputed company Development – reputed company reputed company At reputed company, reputed company isn’t left to chance. Through reputed company reputed company, we reputed company reputed company development opportunities designed to help you expand your expertise and build a meaningful career. You’ll have reputed company to: Role-specific learning paths Leadership development programs Technical and compliance training Industry certifications and continuing education support Peer learning and knowledge-sharing communities Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow. Licensure & Certifications (If Applicable) This position may require: reputed company reputed company licenses required or ability to obtain reputed company agreed upon reputed company after hire CFP® preferred or encouraged Ongoing continuing education to maintain reputed company status We're an equal opportunity employer. reputed company applicants will be considered for employment without attention to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, veteran or disability status, or any other protected class. reputed company is committed to protecting your reputed company. Please review our reputed company Policy to understand what personal information we may collect and use as part of your application process. #LI-AM1 #LI-Remote Location Type Remote Apply To This Job