Wealth Advisor

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. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies.

Wealth is Health

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: $75,000 - $130,000 per year

A bit about us:

We are a leading RIA with continuous growth over $40b assests under management.

Why join us?

As an advisor, your role will be highly impactful to our mission and expansion!

Job Details

Job Details:

Are you passionate about wealth management and financial planning? Do you have a knack for building strong relationships and providing sound financial advice? If so, we are looking for a Permanent Wealth Advisor to join our dynamic team in the Accounting and Finance industry. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies. This is an exciting opportunity for someone who is not only knowledgeable in fiduciary duties, wealth management, and 1031 exchange, but also has a passion for helping clients achieve their financial goals.

Responsibilities:

As a Permanent Wealth Advisor, your day-to-day tasks will include:

1. Providing comprehensive wealth management advice to high net worth individuals and families.
2. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
3. Assisting clients with developing their investment and financial planning strategies.
4. Offering expert advice on tax planning, real estate tax, and 1031 exchanges.
5. Managing and updating client portfolios in accordance with their financial plans.
6. Utilizing CCH software for tax research and preparation of individual and 1120S tax returns.
7. Ensuring fiduciary duties are carried out with the utmost integrity and professionalism.
8. Leading client engagement and maintaining strong relationships with clients.
9. Keeping up-to-date with financial products and legislation and obtaining the Series 65 license if not already held.
10. Collaborating with other team members to provide comprehensive service to clients.

Qualifications:

The ideal candidate should possess the following qualifications:

1. A minimum of 5 years of experience in wealth management or financial planning.
2. Expertise in fiduciary duties, wealth management, and 1031 exchanges.
3. Proficiency in tax planning and real estate tax.
4. Experience in managing high net worth individual accounts.
5. Familiarity with CCH software and tax preparation for individuals and 1120S.
6. Excellent communication and relationship-building skills.
7. Ability to lead client engagements and provide sound financial advice.
8. Current Series 65 license holder or the ability to obtain it.
9. A bachelor's degree in finance, accounting, or a related field. A master's degree or a Certified Financial Planner (CFP) designation is preferred.

Our ideal candidate is a strategic thinker, a problem solver, and a team player, who is driven by helping clients achieve their financial goals. If you believe you are the right fit for this role, we would be excited to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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