Financial & Tax Planner

Company Description

Stabler Wealth Management is an independent wealth management firm serving several hundred families totaling more than $650 million in client assets. We provide comprehensive financial planning and investment management to individuals and families seeking long-term financial freedom.

We are a growing team committed to taking care of our people. Every team member plays a meaningful role in delivering exceptional service to our clients, with clear opportunities to grow professionally with the firm.

This role works closely with our lead wealth advisors to build and implement the high-impact financial and tax planning work we do for clients, including building financial plans, tax projections, and estate analysis. During tax season, this position takes a lead role on our newly introduced tax return preparation service, leveraging AI tools to prepare and review client tax returns.

The position offers meaningful opportunities to broaden skills, deepen specialization, and take on additional responsibilities over time, with real career track opportunities ahead.

• Leverage programs and tools such as eMoney, Holistiplan, , and others to build financial plans, model estate plans, analyze tax returns, and create projections to help develop recommendations for client actions
• Take a lead role on our newly introduced tax return preparation service, leveraging AI tools to prepare and review client tax returns accurately and efficiently
• Partner with lead advisors on tax-aware planning decisions:
  Roth conversions, ESPP timing, RSU sales, charitable strategies, retirement income sequencing
• Prepare client meeting materials: agendas, plan updates, scenario comparisons, and action items
• Coordinate the implementation of planning recommendations between client meetings, partnering with the operations team on execution. Examples include Roth conversions, charitable giving strategies, and RMD planning
• Communicate with clients in a professional, warm, and timely manner regarding planning and tax matters
• Identify opportunities and contribute ideas to improve processes, refine the client experience, and enhance the firm's planning and tax work as we grow

• Analytical mindset with strong attention to detail
• Strong sense of ownership and follow-through, with comfort being the person clients and advisors rely on to drive work to completion, especially during tax season
• 2+ years of professional experience, preferably in financial planning, tax, or a related field. Recent graduates with strong relevant internship or coursework experience are also welcome to apply
• Strong written and verbal communication skills, with the ability to interact professionally and confidently with clients and colleagues
• Proven ability to manage multiple priorities while meeting deadlines
• Proficiency in Microsoft Excel and Word, and comfort learning new systems
• Bachelor's degree from an accredited university
• Desire to pursue the Certified Financial Planner (CFP) designation, with full financial support from the firm. The CFP designation is a core part of this role's growth path
• Willingness to obtain necessary securities licenses upon joining (if not already licensed). The firm supports the licensing process
• EA or CPA designation is encouraged for those interested in deeper tax specialization, but optional

• Hybrid schedule with in-office collaboration Tuesday through Thursday and optional remote work on Mondays and Fridays

• Target total compensation of $90,000 to $100,000, including base salary and bonus
• Base salary range of $80,000 to $90,000, depending on experience and qualifications
• Bonus eligibility based on company and individual performance
• Comprehensive benefits including 85% paid medical/vision, 401(k) matching up to 6% plus an additional 4% company contribution, for a total company contribution of up to 10%, parental leave, free financial planning for employees
• Generous paid time off, including 15 vacation days that increase with tenure, plus 10 paid holidays and summer half-day Fridays
• Educational reimbursements (CFP, EA, CPA, CE credits) and parking included
• Meal perks, company events, team celebrations, and more
• A collaborative, fun, and supportive culture where you are encouraged to innovate and grow

• Opportunity to build broad expertise across financial planning and individual tax at a growing wealth management firm
• Meaningful opportunity for professional development, with a real career track for growth
• Work closely with lead advisors and firm leadership in a tight-knit, collaborative team
• Competitive compensation and strong benefits

Apply by sending your resume to