Associate Wealth Advisor

Are you looking for a rewarding mid-career change to financial planning? Shanker Valleau might be the firm for you! For more than 30 years, our CPA-centric, boutique wealth advisory firm has worked with families across the country - preparing tax returns and guiding them through all aspects of their financial lives. Best of all, we have a successful track record of transitioning CPAs and accounting professionals into financial planners.

This role is an opportunity to apply your accounting and finance expertise to make a meaningful difference for individuals and families. A successful candidate must have a demonstrated interest in the wealth advisory field and a desire to learn.

Shanker Valleau is seeking an associate wealth advisor to join our growing wealth team of CFP and CPA professionals providing comprehensive wealth advisory services. The ideal candidate for this position will have extensive accounting or finance experience and be interested in learning all aspects of the wealth advisory process. The position includes assisting with financial planning and tax returns, as well as assisting with client service to develop a broad wealth advisory foundation.

• Assist our team of wealth advisors with client meetings.
• Construct personal net worth and cash flow statements.
• Build and monitor financial plans.
• Prepare tax projections and assist with tax return preparation.
• Build strong client relationships through effective and timely communication.
• Provide back-office support to our Client Services Associate, refine and develop internal workflows, and assist with our office technology stack. Systems include Ultra Tax, Sales Force, Orion, and eMoney.

• B.A. or B.S. degree from an accredited four-year university,
• Experience in accounting or finance,
• Exceptional accuracy and attention to detail,
• Ready to work towards CFP designation,
• CPA designation is a plus,
• Desire to learn (and continue learning).