AccountMaster is a Financial Services Firm serving the greater Pittsburgh area that takes great pride in being the “One Stop Shop” for all of our clients’ financial services. We’re looking for great financial advisors to join our team and help us make our clients’ financial goals a reality.
Why Work For AccountMaster?
We are now enhancing the value of our tax services by helping Clients as both their tax partner and financial partner. Our culture is based on an unwavering belief in integrity and fair dealings, treating our Clients and each other with dignity and respect. Our Corporate activities will be conducted to the highest ethical and professional standards. We endeavor to be valued as a leader in Client satisfaction, sales growth, product performance, financial strength, and profitability.
AccountMaster provides our employees with flexible hours so they can take the time they need to enjoy both their professional and personal lives.
We provide a “Holistic Approach” to Wealth Management
We recognize that in order to enjoy life, a competitive and livable wage is necessary for our employees. This is why we pride ourselves with being able to provide our employees with a competitive salary.
Fun Work Environment
We believe that people should enjoy what they do. That’s why AccountMaster gives our employees a fun environment to work in. With birthday celebrations, happy hours, and a true team work flow, we do our best to give our employees the environment they need to thrive in what they do.
The AccountMaster Team is like a family and we take pride in treating our clients like our family. Managing their taxes and finances is an important job and we appreciate their trust in our team.
~Ryan McDaniel, AccountMaster Team Member
Entry Level Financial Advisor
AccountMaster and Money Concepts are looking for an experienced financial advisor tofunction as an independent Financial Planning Center in conjunction with MoneyConcepts and AccountMaster. Ideally, this advisor will have an established book ofbusiness that will be brought to the new position however candidates who wish to build a book will be considered as part of the Money Concepts “Career Builder” program. See more…
Experienced Financial Advisor
We’re looking for an entry level/young professional looking to build their career infinancial advising. As part of our Career Builder program, this candidate will have theopportunity to begin growing their career as a financial advisor in the Washington, PAregion.Over athree-yeartime frame, this candidate will gain training, mentorship, andtheir necessary licensestofully practice as a financial advisor. See more…
Frequently Asked Questions
Why Hire a Financial Planner?
Financial planners are important for a number of reasons. They help individuals, families, and businesses to create and implement financial plans that align with their goals and objectives, and provide ongoing guidance and support to help them stay on track.
One of the most important roles of a financial planner is to help individuals and families create a comprehensive financial plan. This includes identifying and prioritizing financial goals, such as saving for retirement, buying a home, or paying for a child's education. A financial planner will work with clients to determine how much they will need to save and invest to reach these goals, and develop a plan to help them get there.
Financial planners also help clients to understand and manage the various financial risks they may face. This includes helping them to plan for unexpected events such as job loss, illness, or the death of a loved one. Financial planners can also help clients to identify and manage other risks, such as those associated with investing, taxes, and estate planning.
Financial planners also help clients to make informed decisions about their money. They provide guidance and education on a wide range of financial topics, including investment strategies, tax planning, insurance, and retirement planning. They can also help clients to understand the various financial products and services that are available to them, such as stocks, bonds, mutual funds, and annuities, and provide recommendations based on the client's goals and risk tolerance.
Another important role of financial planners is to provide ongoing support and guidance to their clients. This includes monitoring their clients' financial progress, making adjustments to their financial plans as needed, and providing regular reports and updates.
Financial planners also act as fiduciaries, which means they are legally bound to act in the best interest of their clients. As such, they are held to a high standard of ethics and must disclose any conflicts of interest that may arise.
In summary, financial planners play a critical role in helping individuals, families, and businesses to create and implement financial plans that align with their goals and objectives, and provide ongoing guidance and support to help them stay on track. They help clients to understand and manage the various financial risks they may face, make informed decisions about their money, and act as fiduciaries to ensure that the best interest of their clients is met.
What Services Does AccountMaster Offer?
- AccountMaster is your one stop shop for all your financial needs. We’ll help you with tax preparation, financial planning, business consulting, and payroll services.
What accounts do you service?
- We service most accounts including Individuals, Corporations, Partnerships, Limited Liability Company, Not-for-Profit Entities, Payroll Taxes, Trusts, Estates, Donor of Gifts.
What makes AccountMaster different from other accounting firms?
- AccountMaster offers our employees flexible hours, a fun work environment, and a holistic approach to wealth management.
JOIN OUR TEAM!
Are you ready to take the leap and join the AccountMaster Team? Submit your resume to Jeff Fine at firstname.lastname@example.org.