A Certified Public Accountant, Certified Internal Auditor of other appropriate certification along with prior SAP software experience is preferred.

Graduate degree in social work, psychology, marriage, and family therapy, or related field. Associate level license preferred (LAMFT, LGSW, or LPC).

Provides technical guidance and decision making for the engineering staff on design problems to maintain optimum utilization of time, money, and materials.

Front office responsibilities include answering phone calls, changing and making future appointments, maintaining client records with EHR, confirming insurance

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.