The Sr. Account Manager & Certified Financial Planner (CFP) is to be a self motivated and results driven individual who is adept at problem solving, decision making, establishing strong working relationships, and excellent administrative and communication skills; is curious, motivated to make things better, purposely present a personality relaxed and calm in demeanor.
Essential Success Factors:
Overall of Responsibilities:
What the successful Candidate will have:
What we offer all of our employees:
How to apply:
If you are interested in a great career opportunity with a growing, flexible and dynamic organisation, please apply by sending your cover letter and resume, with the subject line “Sr. Account Manager and Certified Financial Planner – Job Opportunity”. Please be aware, this is NOT a remote position.
Crawford Smith & Swallow LLP welcomes and encourages applications from people with disabilities. If you require accommodation during any stage of the recruitment process, please indicate this in your application.
We thank all applicants for their interest, but only those selected for an interview will be contacted.
No agencies, please.