Wealth Advisor

We are a leading RIA with continuous growth and over $40 billion in assets under management.

About the role

We are looking for a Permanent Wealth Advisor to join our dynamic team. In this role, you will play a pivotal part in managing high-net-worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies. This is an exciting opportunity for someone knowledgeable in fiduciary duties, wealth management, and 1031 exchanges, with a passion for helping clients achieve their financial goals.

Responsibilities

• Provide comprehensive wealth management advice to high-net-worth individuals and families.
• Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims.
• Assist clients with developing their investment and financial planning strategies.
• Offer expert advice on tax planning, real estate tax, and 1031 exchanges.
• Manage and update client portfolios in accordance with their financial plans.
• Utilize CCH software for tax research and preparation of individual and 1120S tax returns.
• Ensure fiduciary duties are carried out with the utmost integrity and professionalism.
• Lead client engagement and maintain strong relationships with clients.
• Keep up-to-date with financial products and legislation; obtain the Series 65 license if not already held.
• Collaborate with other team members to provide comprehensive service to clients.

Qualifications

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

Pay

$75,000 - $130,000 per year