As an Accountant at Fordham, you will prepare financial statements and tax returns, ensure tax compliance, and develop tax strategies for business clients.

As a Risk Paraplanner, assist Advisors with preparation of client documents, manage underwriting, answer client queries, and maintain compliance records.

Provide ongoing client service and support Financial Advisers by coordinating client meetings, developing strategies, and managing workflows to ensure client satisfaction.

As a Private Clients Administrator, you will support financial advisers with administration tasks, ensuring data accuracy, managing payments, and maintaining communication with clients to exceed expectations.

As a Senior Financial Adviser, you will cultivate client relationships, provide tailored insurance advice, conduct reviews, and oversee new business opportunities.