Personal Financial Assistant

Personal Financial Assistant. Montrose. Evaluate financial position and advise stakeholders about personal investments and securities to maximize return and minimize risk. Structure assets to facilitate the efficient transfer of wealth to heirs and minimize estate taxes. Must understand financial statements and cash flow management. Maintain financial statements and work with the accountant to maximize savings on prepared tax returns. Bachelor of Finance + 2 yrs in-job exp. or as Financial Planner. Resume to: E.S. 14180 Matterhorn Way, Montrose, CO 81403