OTR CDL-A Truck Driver - Independent Contractor IWX Motor Freight
Sanford, FL7 days ago
- $4,700 Per Week
Highlights
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for providing high-quality advice to our high net worth clients, ensuring their financial health and stability.
Numbers & Facts
| Location | Edgewood, FL |
| Industry | Staffing/Employment Agencies |
| Salary | $250,000–$650,000 Per Year |
| Company Size | 100 to 499 employees |
| Year Founded | 2018 |
| Website | http://www.jobot.com |
Description
Looking to Advise and Plan as an Independent. Now is your time to join.
This Jobot Job is hosted by: Tristan Metcalf
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $250,000 - $650,000 per year
A bit about us:
We are quick and lean looking to scale at a rapid rate. Join us and be at the party early.
Why join us?
We are a rapid growing group with an extensively helpful platform to accelerate your success.
Job Details
Job Details:
Our organization is seeking a highly skilled, experienced, and motivated Permanent Independent Advisor in the Wealth Management industry. This is an exciting opportunity for an individual who is a self-starter, has a keen eye for detail, and who thrives in a fast-paced and dynamic environment. The successful candidate will be responsible for providing high-quality advice to our high net worth clients, ensuring their financial health and stability.
Responsibilities:
As a Permanent Independent Advisor, you will be responsible for a variety of tasks including:
1. Providing comprehensive financial planning and wealth management advice to high net worth individuals.
2. Utilizing your expertise in tax planning, estate, gift, and trust matters to optimize client's financial situations.
3. Conducting thorough tax reviews and preparing tax returns, including federal and state tax returns.
4. Advising on 1031 Exchanges, S Corp, and CCH matters.
5. Liaising with the IRS on behalf of clients when necessary.
6. Staying updated with the latest industry trends, regulations, and changes in tax laws.
7. Assisting clients in understanding and implementing IRS 1120S forms.
8. Acting as a fiduciary, putting the client's best interest first at all times.
9. Developing and implementing strategies for income tax planning.
Qualifications:
The ideal candidate for the Permanent Independent Advisor position will have the following qualifications:
1. A minimum of 5 years of experience in a similar role within the mortgage industry.
2. An active CPA license is required.
3. Series 65 certification.
4. Proven experience in wealth management and dealing with high net worth individuals.
5. Extensive knowledge and experience in tax planning, federal and state tax, and IRS matters.
6. Familiarity with 1031 Exchanges, S Corp, and CCH.
7. Strong understanding of estate, gift, and trust matters.
8. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
9. Strong analytical and problem-solving skills, with the ability to provide innovative solutions to complex financial issues.
10. High level of integrity and professionalism, with a commitment to acting as a fiduciary for our clients at all times.
If you are an experienced financial professional with a passion for helping high net worth individuals navigate their financial futures, we would love to hear from you. This is a fantastic opportunity to join a dynamic and growing team, where you will play a crucial role in shaping our clients' financial health and stability.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
This Jobot Job is hosted by: Tristan Metcalf
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $250,000 - $650,000 per year
A bit about us:
We are quick and lean looking to scale at a rapid rate. Join us and be at the party early.
Why join us?
We are a rapid growing group with an extensively helpful platform to accelerate your success.
Job Details
Job Details:
Our organization is seeking a highly skilled, experienced, and motivated Permanent Independent Advisor in the Wealth Management industry. This is an exciting opportunity for an individual who is a self-starter, has a keen eye for detail, and who thrives in a fast-paced and dynamic environment. The successful candidate will be responsible for providing high-quality advice to our high net worth clients, ensuring their financial health and stability.
Responsibilities:
As a Permanent Independent Advisor, you will be responsible for a variety of tasks including:
1. Providing comprehensive financial planning and wealth management advice to high net worth individuals.
2. Utilizing your expertise in tax planning, estate, gift, and trust matters to optimize client's financial situations.
3. Conducting thorough tax reviews and preparing tax returns, including federal and state tax returns.
4. Advising on 1031 Exchanges, S Corp, and CCH matters.
5. Liaising with the IRS on behalf of clients when necessary.
6. Staying updated with the latest industry trends, regulations, and changes in tax laws.
7. Assisting clients in understanding and implementing IRS 1120S forms.
8. Acting as a fiduciary, putting the client's best interest first at all times.
9. Developing and implementing strategies for income tax planning.
Qualifications:
The ideal candidate for the Permanent Independent Advisor position will have the following qualifications:
1. A minimum of 5 years of experience in a similar role within the mortgage industry.
2. An active CPA license is required.
3. Series 65 certification.
4. Proven experience in wealth management and dealing with high net worth individuals.
5. Extensive knowledge and experience in tax planning, federal and state tax, and IRS matters.
6. Familiarity with 1031 Exchanges, S Corp, and CCH.
7. Strong understanding of estate, gift, and trust matters.
8. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
9. Strong analytical and problem-solving skills, with the ability to provide innovative solutions to complex financial issues.
10. High level of integrity and professionalism, with a commitment to acting as a fiduciary for our clients at all times.
If you are an experienced financial professional with a passion for helping high net worth individuals navigate their financial futures, we would love to hear from you. This is a fantastic opportunity to join a dynamic and growing team, where you will play a crucial role in shaping our clients' financial health and stability.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
About Company
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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