Job Title: Certified Financial Planner
Date Posted: 10-11-2007
Job Location: California-San Diego
Job Type: Full Time
Education Level: Bachelors Degree
Work Experience: 5+ to 7 Years
Job Shift: First Shift
Yearly Salary:DOE (Depend on Experience)
Company Name: CBIZ Financial Solutions
Contact Information: CBIZ Financial Solut   CBIZ Financial Solut (cbizsd_fs@cbiz.com)
Job Description:
CBIZ Financial Solutions, Inc. – Certified Financial Planner with Tax Emphasis

CBIZ is one of the nation’s leading providers of business services including accounting and
tax, employee benefits, human resources consulting, payroll, IT consulting and wealth
management. CBIZ Accounting, Tax & Advisory Services is closely associated with Mayer Hoffman
McCann P.C. MHM specializes in providing high quality audits, reviews and compilations for
mid-market businesses, not-for-profit organizations and governmental entities.

CBIZ Financial Solutions is comprised of Chartered Financial Analysts, Certified Financial
Planners, accountants and other financial professionals with experience in providing Asset
Management, Financial Planning, and Estate Planning Services. Providing our clients with this
truly unique combination of resources allows them to successfully integrate their personal and
business goals. 

We believe the foundation of a healthy, successful organization is a team of enabled, engaged
associates. Therefore, we seek professionals with a true entrepreneurial spirit. The most
successful professionals in our organization are those who are ready to accept opportunities
to learn, grow, and build their careers as well as enjoy a healthy amount of time away from
work.

Local info: www.nshd.com Corporate info: www.cbiz.com 

Position is for Los Angeles.

KEY EVALUATING FACTORS:
•Bachelors degree in Finance or related field;
•5 plus years of recent, relevant experience;
•Certified Financial Planner designation a must;
•Experience with the design and implementation of corporate compensation and ownership
succession strategies a plus;
•Strong case analysis and presentation skills;
•Experienced at new business development;
•Self-motivated and able to work independently;
•Strong project management skills;
•Demonstrated team-building skills;
•Proactively seeks to improve the work environment and the quality of service delivered;
•CPA License and Masters of Taxation desirable.
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