Alsworth Capital Management, LLC
Financial Paraplanner / Tax Preparer
Alsworth Capital Management, LLC, Corning, New York, United States
Financial Advisor at Alsworth Capital Management, LLC
Company Description Alsworth Capital Management, LLC provides comprehensive services in investment management, financial planning, retirement planning, education planning, tax planning, tax preparation, insurance planning, and estate planning. Role Description This is a full-time, on-site role for a Financial Paraplanner located in Corning, New York. The Financial Paraplanner will assist in the development and execution of financial planning strategies, perform analytical tasks, and support a Senior Certified Financial Planner. Daily responsibilities include data entry on detailed financial plans, assisting in tax planning and preparing tax returns. Career advancement is encouraged and fully supported. Qualifications Proficiency in Financial Planning and Accounting Strong analytical skills are required Tax preparation experience is preferred Experience in financial services or related field required Financial Paraplanner Qualified Professional designation (FPQP®) or the willingness to work toward achieving it
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Company Description Alsworth Capital Management, LLC provides comprehensive services in investment management, financial planning, retirement planning, education planning, tax planning, tax preparation, insurance planning, and estate planning. Role Description This is a full-time, on-site role for a Financial Paraplanner located in Corning, New York. The Financial Paraplanner will assist in the development and execution of financial planning strategies, perform analytical tasks, and support a Senior Certified Financial Planner. Daily responsibilities include data entry on detailed financial plans, assisting in tax planning and preparing tax returns. Career advancement is encouraged and fully supported. Qualifications Proficiency in Financial Planning and Accounting Strong analytical skills are required Tax preparation experience is preferred Experience in financial services or related field required Financial Paraplanner Qualified Professional designation (FPQP®) or the willingness to work toward achieving it
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