Lighthouse Financial Management, LLC, is a Rhode Island, independent, registered investment advisory firm. The firm offers multi-dimensional financial services customized for each client in response to their goals and life events. Our firm is fee-only and does not sell products or receive commissions from our clients or third parties.

The selected candidate will work with our team servicing clients in areas of tax compliance and tax planning (approximately 60%), development and implementation of financial plans (approximately 30%), and ongoing portfolio management (approximately 10%).

The ideal candidate will have an active CPA license and have or be highly motivated to obtain a CFP(r) or PFS designation in the near term.

Starting compensation is open and will be determined by type and amount of related work experience and status of current professional credentials.