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OVERVIEW
BerganKDV recently joined Creative Planning, a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education, charitable planning, and business advisory – using all in-house specialists. This is a unique opportunity to join a top tier firm paving the way for unparalleled client and team member experiences.
JOB SUMMARY
The Software Consultantwill apply technical configuration expertise on all capabilities for business operations within Sage Intacct - processes and data flow between departments, dashboards, reports, searches, data import, and integrations.
JOB DUTIES
REQUIRED EXPERIENCE / QUALIFICATIONS
TECHNICAL SKILLS
EXPLORE THE WORKPLACE OF THE FUTURE
Together, we are building the nation’s preeminent wealth and business advisory practice, by providing a comprehensive suite of services that support and empower individuals, families, institutions and businesses. Our values drive our decisions, and our passion is putting our clients at the center of everything we do.
Creative Planning Differentiators:
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.
Creative Planning is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Full Time
$70k-87k (estimate)
04/27/2024
05/23/2024
bergankdv.com
MIDDLETOWN, OH
200 - 500
1945
KOSTA VERVERIS
$10M - $50M
BerganKDV was formed when three successful firms merged Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.