Looking for an experienced Operations Manager in the area of finance for an opportunity with an independent RIA wealth management / CPA firm. Starting as a part- time position, but may grow into full-time, with the opportunity to become a para planner. Must be proficient in MS Word, Excel and Outlook. Compensation commensurate with experience, and incentive pay offered. Investing licensing not required, but preferred. Please send resume to jeannie@convergentwm.com.
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