Founding Wealth Advisor

Guidepoint is building a fully integrated professional services platform that combines tax compliance and advisory with wealth management and financial planning under one client experience. The accounting side is scaling quickly (about 2,000 returns this year, 3,000-4,000 next year due to acquisitions and organic growth) while Guidepoint Financial Services stands up as its partner RIA.

As the Founding Wealth Advisor, you will be the first dedicated wealth professional and the day-to-day leader of the RIA. You will help shape the service model, investment approach, technology, onboarding, and team, while converting a captive base of tax clients who are already inside the firm. This is a player-coach seat: hands-on client work plus building the firm from the ground up.

The model is straightforward. Tax returns and AI-parsed conversation insights feed a purpose-built CRM so advisors can prospect captive clients. Tax and wealth are fully integrated, with Wealth/Planning at 100 bps. The goal is repeatable conversion of high-intent households and small-business owners already in the platform, with a conservative plan of about 100 clients converted per year., and $50M in AUM

They predominantly serve:

• Households in the roughly $250k–$750k AGI range

• Small business owners with about $200k–$1M of discretionary earnings

• Retirees

• A growing number of higher-end exceptions

• Build and lead the RIA. Design workflows, client experience, and go-to-market in partnership with accounting leadership and the head of compliance.

• Drive conversion and growth
  . Use warm introductions from the accounting client base. Identify tax-efficient wealth opportunities (tax-loss harvesting, retirement planning, investment allocation tied to tax outcomes) and convert them into RIA relationships. Base-case growth assumes about 100 clients per year at a conservative average of ~$500k AUM (~$50M AUM added per year).

• Deliver integrated advice. Provide wealth management, financial planning, and investment advisory with year-round tax coordination, not reactive April-only planning.

• Build and scale the team. Start as a player-coach, then hire and mentor advisors, planners, and support staff. Build SOPs and a scalable client experience on a strong tech stack (including platforms with strong tax tools, such as Altruist or similar).

• Foster tax + wealth integration. Work closely with CPAs and tax professionals across Guidepoint on cross-referral processes, joint client strategies, and a true one-firm experience.

• Operational and strategic leadership. Help define investment policy, risk management, technology choices, and firm positioning.

• Regulatory and compliance
  . Work with the head of compliance (experienced Series 65 and JD specializing in RIA Compliance) to meet fiduciary and regulatory standards.

This is a remote position.

Guidepoint is building a fully integrated professional services platform that combines tax compliance and advisory with wealth management and financial planning under one client experience. The accounting side is scaling quickly (about 2,000 returns this year, 3,000-4,000 next year due to acquisitions and organic growth) while Guidepoint Financial Services stands up as its partner RIA.

As the Founding Wealth Advisor, you will be the first dedicated wealth professional and the day-to-day leader of the RIA. You will help shape the service model, investment…