Founding Wealth Advisor
for section headings (e.g. About the role, Responsibilities, Requirements, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
Thus we need sections: About the role, Responsibilities, Requirements, Benefits (since compensation details are there). Possibly also "Qualifications"? The posting has "Requirements" which includes credentials, experience, mindset. That's fine.
We need to preserve all substantive info: location, reports to, etc. Should we include location and reports to? The instructions: "fold minor metadata into a short
or drop it." The location and reports to are minor metadata; we could include them in a short
before sections. The job title is not to be repeated as heading. So we can start with a
containing location and reports to.
We must not include boilerplate like EEO etc. There's none.
We need to output only HTML fragment, no /, no markdown fences.
Let's craft:
Location: West Virginia • Reports to: Ownership / Board
Then sections:
About the role
Guidepoint is building a fully integrated professional services platform that combines tax compliance and advisory with wealth management and financial planning under one client experience. The accounting side is scaling quickly (about 2,000 returns this year, 3,000-4,000 next year due to acquisitions and organic growth) while Guidepoint Financial Services stands up as its partner RIA. As the Founding Wealth Advisor, you will be the first dedicated wealth professional and the day-to-day leader of the RIA. You will help shape the service model, investment approach, technology, onboarding, and team, while converting a captive base of tax clients who are already inside the firm. This is a player-coach seat: hands-on client work plus building the firm from the ground up. The model is straightforward. Tax returns and AI-parsed conversation insights feed a purpose-built CRM so advisors can prospect captive clients. Tax and wealth are fully integrated, with Wealth/Planning at 100 bps. The goal is repeatable conversion of high-intent households and small-business owners already in the platform, with a conservative plan of about 100 clients converted per year., and $50M in AUM Client Base They predominantly serve: Households in the roughly $250k–$750k AGI range Small business owners with about $200k–$1M of discretionary earnings Retirees A growing number of higher-end exceptions
But note there is a stray comma after "per year., and $50M in AUM". We need to preserve exactly as posted? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep the text as is, even if it has a stray comma. We'll copy the paragraph exactly as in posting after "About the Role". Let's extract the exact text:
"About the Role Guidepoint is building a fully integrated professional services platform that combines tax compliance and advisory with wealth management and financial planning under one client experience. The accounting side is scaling quickly (about 2,000 returns this year, 3,000-4,000 next year due to acquisitions and organic growth) while Guidepoint Financial Services stands up as its partner RIA. As the Founding Wealth Advisor, you will be the first dedicated wealth professional and the day-to-day leader of the RIA. You will help shape the service model, investment approach, technology, onboarding, and team, while converting a captive base of tax clients who are already inside the firm. This is a player-coach seat: hands-on client work plus building the firm from the ground up. The model is straightforward. Tax returns and AI-parsed conversation insights feed a purpose-built CRM so advisors can prospect captive clients. Tax and wealth are fully integrated, with Wealth/Planning at 100 bps. The goal is repeatable conversion of high-intent households and small-business owners already in the platform, with a conservative plan of about 100 clients converted per year., and $50M in AUM Client Base They predominantly serve: Households in the roughly $250k–$750k AGI range Small business owners with about $200k–$1M of discretionary earnings Retirees A growing number of higher-end exceptions"
We need to ensure we keep that exactly. Might be easier to copy the block and put in . We'll preserve line breaks? HTML will ignore line breaks but fine.
Now Responsibilities: we need to list bullet points. The responsibilities paragraph includes multiple sentences; we can break into
- items. The posting lists responsibilities as sentences separated by periods. We'll convert each sentence to a bullet.
Responsibilities text:
"Build and lead the RIA. Design workflows, client experience, and go-to-market in partnership with accounting leadership and the head of compliance. Drive conversion and growth. Use warm introductions from the accounting client base. Identify tax-efficient wealth opportunities (tax-loss harvesting, retirement planning, investment allocation tied to tax outcomes) and convert them into RIA relationships. Base-case growth assumes about 100 clients per year at a conservative average of ~$500k AUM (~$50M AUM added per year). Deliver integrated advice. Provide wealth management, financial planning, and investment advisory with year-round tax coordination, not reactive April-only planning. Build and scale the team. Start as a player-coach, then hire and mentor advisors, planners, and support staff. Build SOPs and a scalable client experience on a strong tech stack (including platforms with strong tax tools, such as Altruist or similar). Foster tax + wealth integration. Work closely with CPAs and tax professionals across Guidepoint on cross-referral processes, joint client strategies, and a true one-firm experience. Operational and strategic leadership. Help define investment policy, risk management, technology choices, and firm positioning. Regulatory and compliance. Work with the head of compliance (experienced Series 65 and JD specializing in RIA Compliance) to meet fiduciary and regulatory standards."
We'll split each sentence.
Now Requirements: The posting has "Credentials (required): Series 65 (or 66/7) and CFP®. Strongly preferred: CFA, EA, or demonstrated deep tax-planning knowledge. Insurance licenses are a plus. Experience: 5–10+ years in wealth management or financial advisory, with a track record serving mass-affluent and high-net-worth clients and converting or building a book. RIA background preferred. Mindset: Entrepreneurial “hustle + technical depth.” Excited to build, not only maintain a book. Strong EQ with clients and CPA partners. Comfortable building process, using technology/AI, and scaling. Aligned with long-term firm building."
We'll split into bullet points maybe grouping.
Now Benefits: The posting includes "Compensation Base: $150,000, increasing $25,000 each year, capped at $300,000 Cash Incentive: 10% of gross advisory fees and capped at ($500k total cash comp Equity: 10% fully diluted compensation vesting over 10 years with a realistic path to $1M in total comp by year 5, and $3M in total comp by year 10. What Else We Offer Full administrative, technology, and operational support from the accounting platform so the advisor stays focused on clients and growth A differentiated seat at the intersection of tax and wealth, with built-in captive demand Long-term ownership mindset on the firm side (building for durability, not a short-term exit) This is a strong fit for a technically solid, relationship-oriented CFP who wants to move beyond only managing a book and into building and leading a firm with a real conversion engine behind it."
We need to preserve all substantive info. We'll put in
- items maybe each sentence.
But note: The instruction says "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does state compensation details, so we can include Benefits section. We'll label as Benefits.
We need to avoid filler like "commensurate with experience". Not present.
Now output HTML fragment.
Let's craft:
Location: West Virginia • Reports to: Ownership / Board
About the role
Guidepoint is building a fully integrated professional services platform that combines tax compliance and advisory with wealth management and financial planning under one client experience. The accounting side is scaling quickly (about 2,000 returns this year, 3,000-4,000 next year due to acquisitions and organic growth) while Guidepoint Financial Services stands up as its partner RIA. As the Founding Wealth Advisor, you will be the first dedicated wealth professional and the day-to-day leader of the RIA. You will help shape the service model, investment approach, technology, onboarding, and team, while converting a captive base of tax clients who are already inside the firm. This is a player-coach seat: hands-on client work plus building the firm from the ground up. The model is straightforward. Tax returns and AI-parsed conversation insights feed a purpose-built CRM so advisors can prospect captive clients. Tax and wealth are fully integrated, with Wealth/Planning at 100 bps. The goal is repeatable conversion of high-intent households and small-business owners already in the platform, with a conservative plan of about 100 clients converted per year., and $50M in AUM Client Base They predominantly serve: Households in the roughly $250k–$750k AGI range Small business owners with about $200k–$1M of discretionary earnings Retirees A growing number of higher-end exceptions
Responsibilities
- Build and lead the RIA.
- Design workflows, client experience, and go-to-market in partnership with accounting leadership and the head of compliance.
- Drive conversion and growth.
- Use warm introductions from the accounting client base.
- Identify tax-efficient wealth opportunities (tax-loss harvesting, retirement planning, investment allocation tied to tax outcomes) and convert them into RIA relationships.
- Base-case growth assumes about 100 clients per year at a conservative average of ~$500k AUM (~$50M AUM added per year).
- Deliver integrated advice.
- Provide wealth management, financial planning, and investment advisory with year-round tax coordination, not reactive April-only planning.
- Build and scale the team.
- Start as a player-coach, then hire and mentor advisors, planners, and support staff.
- Build SOPs and a scalable client experience on a strong tech stack (including platforms with strong tax tools, such as Altruist or similar).
- Foster
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Thus we need sections: About the role, Responsibilities, Requirements, Benefits (since compensation details are there). Possibly also "Qualifications"? The posting has "Requirements" which includes credentials, experience, mindset. That's fine. We need to preserve all substantive info: location, reports to, etc. Should we include location and reports to? The instructions: "fold minor metadata into a short
or drop it." The location and reports to are minor metadata; we could include them in a short
before sections. The job title is not to be repeated as heading. So we can start with a
containing location and reports to. We must not include boilerplate like EEO etc. There's none. We need to output only HTML fragment, no /, no markdown fences. Let's craft:
Location: West Virginia • Reports to: Ownership / Board
Then sections:About the role
Guidepoint is building a fully integrated professional services platform that combines tax compliance and advisory with wealth management and financial planning under one client experience. The accounting side is scaling quickly (about 2,000 returns this year, 3,000-4,000 next year due to acquisitions and organic growth) while Guidepoint Financial Services stands up as its partner RIA. As the Founding Wealth Advisor, you will be the first dedicated wealth professional and the day-to-day leader of the RIA. You will help shape the service model, investment approach, technology, onboarding, and team, while converting a captive base of tax clients who are already inside the firm. This is a player-coach seat: hands-on client work plus building the firm from the ground up. The model is straightforward. Tax returns and AI-parsed conversation insights feed a purpose-built CRM so advisors can prospect captive clients. Tax and wealth are fully integrated, with Wealth/Planning at 100 bps. The goal is repeatable conversion of high-intent households and small-business owners already in the platform, with a conservative plan of about 100 clients converted per year., and $50M in AUM Client Base They predominantly serve: Households in the roughly $250k–$750k AGI range Small business owners with about $200k–$1M of discretionary earnings Retirees A growing number of higher-end exceptions
But note there is a stray comma after "per year., and $50M in AUM". We need to preserve exactly as posted? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep the text as is, even if it has a stray comma. We'll copy the paragraph exactly as in posting after "About the Role". Let's extract the exact text: "About the Role Guidepoint is building a fully integrated professional services platform that combines tax compliance and advisory with wealth management and financial planning under one client experience. The accounting side is scaling quickly (about 2,000 returns this year, 3,000-4,000 next year due to acquisitions and organic growth) while Guidepoint Financial Services stands up as its partner RIA. As the Founding Wealth Advisor, you will be the first dedicated wealth professional and the day-to-day leader of the RIA. You will help shape the service model, investment approach, technology, onboarding, and team, while converting a captive base of tax clients who are already inside the firm. This is a player-coach seat: hands-on client work plus building the firm from the ground up. The model is straightforward. Tax returns and AI-parsed conversation insights feed a purpose-built CRM so advisors can prospect captive clients. Tax and wealth are fully integrated, with Wealth/Planning at 100 bps. The goal is repeatable conversion of high-intent households and small-business owners already in the platform, with a conservative plan of about 100 clients converted per year., and $50M in AUM Client Base They predominantly serve: Households in the roughly $250k–$750k AGI range Small business owners with about $200k–$1M of discretionary earnings Retirees A growing number of higher-end exceptions" We need to ensure we keep that exactly. Might be easier to copy the block and put in. We'll preserve line breaks? HTML will ignore line breaks but fine. Now Responsibilities: we need to list bullet points. The responsibilities paragraph includes multiple sentences; we can break into
- items. The posting lists responsibilities as sentences separated by periods. We'll convert each sentence to a bullet.
Responsibilities text:
"Build and lead the RIA. Design workflows, client experience, and go-to-market in partnership with accounting leadership and the head of compliance. Drive conversion and growth. Use warm introductions from the accounting client base. Identify tax-efficient wealth opportunities (tax-loss harvesting, retirement planning, investment allocation tied to tax outcomes) and convert them into RIA relationships. Base-case growth assumes about 100 clients per year at a conservative average of ~$500k AUM (~$50M AUM added per year). Deliver integrated advice. Provide wealth management, financial planning, and investment advisory with year-round tax coordination, not reactive April-only planning. Build and scale the team. Start as a player-coach, then hire and mentor advisors, planners, and support staff. Build SOPs and a scalable client experience on a strong tech stack (including platforms with strong tax tools, such as Altruist or similar). Foster tax + wealth integration. Work closely with CPAs and tax professionals across Guidepoint on cross-referral processes, joint client strategies, and a true one-firm experience. Operational and strategic leadership. Help define investment policy, risk management, technology choices, and firm positioning. Regulatory and compliance. Work with the head of compliance (experienced Series 65 and JD specializing in RIA Compliance) to meet fiduciary and regulatory standards."
We'll split each sentence.
Now Requirements: The posting has "Credentials (required): Series 65 (or 66/7) and CFP®. Strongly preferred: CFA, EA, or demonstrated deep tax-planning knowledge. Insurance licenses are a plus. Experience: 5–10+ years in wealth management or financial advisory, with a track record serving mass-affluent and high-net-worth clients and converting or building a book. RIA background preferred. Mindset: Entrepreneurial “hustle + technical depth.” Excited to build, not only maintain a book. Strong EQ with clients and CPA partners. Comfortable building process, using technology/AI, and scaling. Aligned with long-term firm building."
We'll split into bullet points maybe grouping.
Now Benefits: The posting includes "Compensation Base: $150,000, increasing $25,000 each year, capped at $300,000 Cash Incentive: 10% of gross advisory fees and capped at ($500k total cash comp Equity: 10% fully diluted compensation vesting over 10 years with a realistic path to $1M in total comp by year 5, and $3M in total comp by year 10. What Else We Offer Full administrative, technology, and operational support from the accounting platform so the advisor stays focused on clients and growth A differentiated seat at the intersection of tax and wealth, with built-in captive demand Long-term ownership mindset on the firm side (building for durability, not a short-term exit) This is a strong fit for a technically solid, relationship-oriented CFP who wants to move beyond only managing a book and into building and leading a firm with a real conversion engine behind it."
We need to preserve all substantive info. We'll put in
- items maybe each sentence.
But note: The instruction says "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does state compensation details, so we can include Benefits section. We'll label as Benefits.
We need to avoid filler like "commensurate with experience". Not present.
Now output HTML fragment.
Let's craft:
Location: West Virginia • Reports to: Ownership / Board
About the role
Guidepoint is building a fully integrated professional services platform that combines tax compliance and advisory with wealth management and financial planning under one client experience. The accounting side is scaling quickly (about 2,000 returns this year, 3,000-4,000 next year due to acquisitions and organic growth) while Guidepoint Financial Services stands up as its partner RIA. As the Founding Wealth Advisor, you will be the first dedicated wealth professional and the day-to-day leader of the RIA. You will help shape the service model, investment approach, technology, onboarding, and team, while converting a captive base of tax clients who are already inside the firm. This is a player-coach seat: hands-on client work plus building the firm from the ground up. The model is straightforward. Tax returns and AI-parsed conversation insights feed a purpose-built CRM so advisors can prospect captive clients. Tax and wealth are fully integrated, with Wealth/Planning at 100 bps. The goal is repeatable conversion of high-intent households and small-business owners already in the platform, with a conservative plan of about 100 clients converted per year., and $50M in AUM Client Base They predominantly serve: Households in the roughly $250k–$750k AGI range Small business owners with about $200k–$1M of discretionary earnings Retirees A growing number of higher-end exceptions
Responsibilities
- Build and lead the RIA.
- Design workflows, client experience, and go-to-market in partnership with accounting leadership and the head of compliance.
- Drive conversion and growth.
- Use warm introductions from the accounting client base.
- Identify tax-efficient wealth opportunities (tax-loss harvesting, retirement planning, investment allocation tied to tax outcomes) and convert them into RIA relationships.
- Base-case growth assumes about 100 clients per year at a conservative average of ~$500k AUM (~$50M AUM added per year).
- Deliver integrated advice.
- Provide wealth management, financial planning, and investment advisory with year-round tax coordination, not reactive April-only planning.
- Build and scale the team.
- Start as a player-coach, then hire and mentor advisors, planners, and support staff.
- Build SOPs and a scalable client experience on a strong tech stack (including platforms with strong tax tools, such as Altruist or similar).
- Foster
- items maybe each sentence.
But note: The instruction says "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does state compensation details, so we can include Benefits section. We'll label as Benefits.
We need to avoid filler like "commensurate with experience". Not present.
Now output HTML fragment.
Let's craft: