Certified Public Accountant

SRQ Wealth is dedicated to simplifying the complexities of financial planning and investment management, helping clients achieve true wealth, which extends beyond monetary value. Located in Sarasota, FL, we focus on educating clients on their investments, providing personalized strategies, and fostering financial confidence. Our team emphasizes transparency by explaining investment strategies and results so clients fully understand their financial journey. At SRQ Wealth, we are committed to creating convenience and clarity for clients, ensuring their legacy, security, and peace of mind.

This position will pay more than you can make as a CPA with lots of upside potential.

This is a full-time, hybrid role located in Sarasota, FL, for a CPA transitioning to a Wealth Advisor position. Responsibilities include offering personalized financial planning and advice, creating and reviewing tailored investment strategies, analyzing clients' financial statements, and providing tax-efficient solutions. The Wealth Advisor will collaborate closely with clients to achieve their financial goals and manage their wealth with transparency, ensuring their long-term financial success.

• Proficiency in Financial Statements and Tax Preparation
• Strong knowledge in Finance and Accounting principles
• Excellent communication and interpersonal skills for client engagement
• Ability to understand and explain complex financial concepts clearly
• Proven analytical and problem-solving skills
• Experience with investment strategies or financial advising is a plus
• Bachelor's degree in Accounting, Finance, or a related field