Certified Public Accountant

Veater Financial Opportunity in Financial Services

Certified Public Accountant

Location: 7108 N Fresno St #410, Fresno, CA 93720

Salary: $100K - $130K

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. 

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.  To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits 

Position Summary:
Primary responsibility is to provide tax advice working with clients to support the achievement of their financial goals. This includes completing client investment, tax and financial planning reviews and assisting the President with investment portfolio and operations management.

Description of Duties:

• Serve as the VFG expert on client needs in tax planning and tax minimizing strategies designed to meet their financial goals.

• Complete comprehensive client financial plans and work with financial planners to structure investment portfolios to address goals as well as prepare client trade instructions to clients upon request as needed.

• Complete/deliver retirement income analysis to clients upon request or as needed.

• Provide social security analysis, delivering complex and unique deliverable to applicable situations/clients.

• Meet with clients on a regular basis to complete client account analysis, communicate portfolio changes and document client meeting notes for uploading into the CRM system and assign follow-up as may be needed.Once licensed.

• Extend invitations to new client introductory seminars and other outreach efforts to expand the VFG client base.

• Attend new client seminars and present, along with President, on VFG principles.

• Maintain the highest level of confidentiality with all information obtained.

• Demonstrate knowledge of, and support, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior consistent with licensing. Participate in weekly staff meetings.

• On occasion, professionally represent Veater Financial Group at community events.

• Perform any other duties deemed necessary for the smooth operation of the company.

Essential Qualifications:

• Bachelor’s degree and certified public accountant required.

• Ability to present and communicate ideas and concepts in public and private, verbally and in writing.

• Demonstrated accuracy and thoroughness to ensure the highest quality of work.

• Ability to demonstrate a positive customer service attitude and good personal skills.

• Experience using Microsoft Office and internet.

• Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality.

• Excellent problem solving, strong organizational and communication skills.

• Strong analytical skills and attention to detail.

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.