CFP or CFA for a Start-up Investment Firm in South Florida

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Intensity
1hr/week
Duration
6months
Location
Remote

Project Overview

8 to 15 years professional experience
Finance & Accounting - Financial Planning & Analysis (FP&A)
We are a start-up investment firm located in South Florida and we are looking for a CFP or CFA to join our company and assist with compliance needs. Has potential to be an on-going engagement after the first 6 months. Workload will be small at first but will increase after the first couple of months.
Additional Notes
Ideal candidate would be located in South Florida for in-person meetings
Preferred Background
Sector Experience
Financial Services
Preferred Skills and Certifications
Functional
Financial Planning & Analysis (FP&A)

About The Client

5 years
Time On Graphite
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