Teams at MetaOption LLC

Meet qualified prospects, conduct financial discovery meetings, develop retirement and investment planning recommendations, and convert opportunities into long-term client relationships. The role involves consultative sales of advisory, annuity, insurance, and retirement solutions, acquiring assets under management, maintaining compliance documentation, and collaborating with planning and service teams.

Lead preparation and analysis of consolidated financial statements and month/quarter/year close processes. Manage accounting team, ERP implementation/optimization, cost accounting, budgeting, cash management, compliance, audits, and financial reporting. Drive expense management, job profitability, internal controls, and financial strategy in coordination with leadership.