Wealth Advisor

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management.
• Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.
• Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.
• Drive business results and acquire new assets, both from the existing client base and new client acquisition.
• Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.
• Partner with internal tax advisors to provide interdisciplinary expertise to clients.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.

• CFP designation, or working towards it.
• 5+ years’ experience working in Financial Planning for an RIA or Wealth Management Firm.
• The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date.
• Ability to integrate financial strategies and investments for clients.
• Able to gain and maintain the respect of high-net-worth clients.
• Excellent knowledge of financial markets, products, and services.
• Ability to juggle multiple projects successfully.
• Exceptional attention to detail and skilled problem solver.
• Strong listening, communication, organizational, and interpersonal skills.
• Proactive, takes initiative, and uses critical thinking to solve problems.
• Proven capability to work in a team environment.
• Advanced knowledge in Excel with experience in Microsoft Office products.
• Knowledge of financial planning software.