We’re building more than a tax practice—we’re building a financial planning powerhouse. At Magnetic North Tax & Accounting, part of a growing wealth advisory firm, we deliver pro…
Summary The Paraplanner reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include data gathering, modeling, ca…
The Client Service Associate is critical to appropriately leveraging Advisors’ time, and supports Advisor team including handling all administrative functions for Financial Advis…