Jackson James have partnered with an established end user, with over 250 locations across the United States. They have implemented D365 F&O and are now looking to bring on a D365 resource to help optimize their finance processes. This position involves wearing multiple hats, splitting time between working as a Business Analyst/System Admin/Solution Architect.
Responsibilities:
Requirements:
Benefits:
...Requires a 4-year degree; business, finance, economics preferred ~ Advanced designation required (CFP, CPA, MBA, etc.)~ Series 7, 66 (BD/RIA)~ Series 65 (RIA Only)~ Insurance Licenses ~4+ years of experience within the wealth management industry ~ Ability to...
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