Join Our Team

Etiquette Financial Partners (EFP) is a small Financial Advisory practice located in the western suburbs of Chicago in the town of Westmont, Illinois. Consisting of 4 revenue-producing Advisors, of which 3 are equity partners, and 2 support personnel. Our goal isn’t to be the right advisor for every person. Rather, we hope to be the right financial advisors for a select group of individuals. At Etiquette Financial Partners, we understand that it takes more than a well-meaning smile and words on a website to earn your trust. EFP is looking to augment its Advisory practice by adding an Advisor with a specialty/area of expertise in accounting. 

Job Role/Description: 

The desired candidate will have a minimum of 10 years as a practicing and accredited CPA. EFP has several clients who are small business owners as well as a small subset of clients who need nuanced, sophisticated, and professional accounting help. We also have many clients with just tax preparation needs. The desired candidate will have relevant, up-to-date knowledge of all relevant income tax management strategies. While Series 7 and 66 licenses are preferred, we may consider CPAs with Advisory goals who are willing to pursue licensing.

If you are interested in applying for this position, please email Lindsey Driscoll at Lindsey@EtiquetteFinancial.com.