Are you a detail-oriented individual with a passion for numbers? Longshore Financial Group is seeking a Bookkeeping Specialist to join our team in managing financial records and ensuring accuracy in our financial transactions. As a Bookkeeping Specialist, you will play a crucial role in maintaining the financial health of our firm.
Key Responsibilities:
Manage accounts payable and accounts receivable
Reconcile bank statements and credit card transactions
Prepare financial reports for management review
Assist with budgeting and forecasting
Ensure compliance with accounting regulations
Qualifications:
2+ years of experience in bookkeeping or accounting
Proficiency in QuickBooks or other accounting software
Strong understanding of financial principles
Excellent attention to detail
Ability to work effectively in a team environment
Join Longshore Financial Group and take your career to the next level. Apply on this page.
Financial Planning Consultant
Are you a strategic thinker with a knack for financial planning? Longshore Financial Group is looking for a Financial Planning Consultant to help our clients achieve their financial goals. As a Financial Planning Consultant, you will work closely with clients to develop personalized financial plans and provide ongoing guidance and support.
Key Responsibilities:
Conduct comprehensive financial assessments for clients
Develop customized financial plans based on client goals and objectives
Provide investment recommendations and advice
Monitor and adjust financial plans as needed
Educate clients on financial strategies and best practices
Qualifications:
3+ years of experience in financial planning or wealth management
Strong knowledge of investment products and strategies
Excellent communication and interpersonal skills
Ability to build and maintain client relationships
Join Longshore Financial Group and help clients secure their financial future. Apply on this page.
Investment Advisory Service Associate
Do you have a passion for the stock market and a keen eye for investment opportunities? Longshore Financial Group is searching for an Investment Advisory Service Associate to support our team of investment advisors. As an Investment Advisory Service Associate, you will assist with market research, portfolio analysis, and client communications.
Key Responsibilities:
Conduct research on market trends and investment opportunities
Analyze client portfolios and make recommendations for diversification
Prepare investment reports and presentations for clients
Assist with client account management and trading activities
Respond to client inquiries and provide ongoing support
Qualifications:
Bachelor’s degree in Finance, Economics, or related field
1+ years of experience in investment advisory or financial services
Series 7 and 63 licenses preferred
Proficiency in Microsoft Excel and financial modeling
Strong analytical and problem-solving skills
Join Longshore Financial Group and gain valuable experience in the world of investments. Apply on this page.
At Longshore Financial Group, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. If you are looking to grow your career in the financial services industry, we invite you to apply for one of our open positions. Apply on this page.
