Associate Wealth Advisor
Posted: 17-Jul-26
About the role
ShankerValleau is seeking an associate wealth advisor to join our growing wealth team of CFP® and CPA professionals providing comprehensive wealth advisory services. The ideal candidate for this position will have extensive accounting or finance experience and be interested in learning all aspects of the wealth advisory process. This role is an opportunity to apply your accounting and finance expertise to make a meaningful difference for individuals and families. A successful candidate must have a demonstrated interest in the wealth advisory field and a desire to learn.
Responsibilities
- Assist our team of wealth advisors with client meetings.
- Construct personal net worth and cash flow statements.
- Build and monitor financial plans.
- Prepare tax projections and assist with tax return preparation.
- Build strong client relationships through effective and timely communication.
- Provide back-office support to our Client Services Associate, refine and develop internal workflows, and assist with our office technology stack. Systems include UltraTax, SalesForce, Orion, and eMoney.
Requirements
- B.A. or B.S. degree from an accredited four-year university.
- Experience in accounting or finance.
- Exceptional accuracy and attention to detail.
- Ready to work towards CFP® designation.
- CPA designation is a plus.
- Desire to learn (and continue learning).
About ShankerValleau Wealth Advisors, Inc.
ShankerValleau is a boutique wealth advisory firm. For more than 30 years, our CPA-centric, boutique wealth advisory firm has worked with families across the country—preparing tax returns and guiding them through all aspects of their financial lives. Our clients are performers, artists, lawyers, professors, and everything in between. We work together as a team to solve each client’s unique set of financial needs. No two days are the same in our office. When building our team, we look for a fast learner with an interest in personal finance and a passion for serving clients.