Sr. Financial Advisor Partner

About the role

This role focuses on providing education and guidance to Financial Advisors to enable them to make an informed decision about a new partnership opportunity. Responsibilities include answering questions about the model, reviewing business plan modeling scenarios, and supporting guidance for Financial Advisors regarding compensation, healthcare options, state/federal tax considerations, and retirement benefits.

Responsibilities

• Support Financial Advisors in providing guidance based on analyses to inform decisions
• Leverage accounting and tax knowledge to prepare individual tax returns
• Manage multiple tasks and strive for timely follow-up

Qualifications

• Bachelor's degree with a focus in accounting, business administration or finance (certifications related to/for individual tax return preparation may be substituted)
• Experience/certifications for individual tax return preparation
• Able to provide advice and guidance by analyzing the comprehensive details of a situation
• Strong computer skills, including effective use of Microsoft Office applications
• Customer service skills: The ability to interact with others who need assistance by using excellent customer service skills to provide professional, comprehensive, and accurate solutions
• Excellent verbal and written communication skills
• Demonstrates expertise in world class service attributes, including professionalism, reaching agreement and customization, and spirit of caring
• Must be able to respond to callers with appropriate tone, organized thoughts, and confidence
• Must be able to respond to written correspondence in a clear, succinct manner using correct grammar, spelling, and format
• Must be able to multi-task and follow-up appropriately to take issues to resolution
• Must be able to work in a fast-paced, collaborative environment and quickly learn and apply new information
• Confidentiality: Ability to keep personal information (compensation, benefits, personal considerations, etc.) confidential for each person that you work with to support their needs

Benefits

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We also offer an ESPP (employee stock purchase program), a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. Professional development includes an on-demand training program, access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Pay

The pay for this role is competitive and commensurate with experience.

Schedule

The schedule for this role is flexible and designed to accommodate the needs of both the employee and the client.

Skills

Skills required for this role include strong accounting and tax knowledge, excellent customer service skills, and the ability to analyze complex situations.

Benefits

Everforth Apex offers a comprehensive benefits package that includes medical, dental, vision, life, disability, and other insurance plans, as well as an ESPP, a 401K program, a HSA, a SupportLinc Employee Assistance Program (EAP), a corporate discount savings program, and other discounts. Professional development includes an on-demand training program, access to certification prep and a library of technical and leadership courses/books/seminars, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex also offers a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.

Company Information

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. We are committed to excellence and offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico. Everforth Apex uses a virtual recruiter as part of the application process. We are an equal opportunity employer and do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered. UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems. © 2026 Everforth, Inc. All rights reserved. Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc. NYSE: EFOR 4400 Cox Road Suite 200 Glen Allen, Virginia 23060