Why This Is a Great Opportunity

– Join a 100% employee‑owned advisory firm with over a century of service and a strong reputation for client‑first culture.
– Work in an environment where your book is your book and your clients are your clients — the firm supports your autonomy and growth.
– Take advantage of best‑in‑class infrastructure: integrated technology platform, strong operations support, and exceptional onboarding/transition process.
– Firm’s approach focuses on the full lifecycle of wealth: accumulation → distribution → legacy, aligning with advisors who deliver holistic planning.
– Competitive compensation and benefits including transition bonuses, profit sharing, employee ownership opportunities, and robust benefits.

Job Description

As a Financial Advisor, you will help high‑net worth individuals, families, and business owners navigate their financial lives across all phases, including accumulation, distribution, and legacy planning. You’ll develop and manage client relationships, craft customized wealth strategies, partner with specialists (tax, estate, risk), and leverage firm resources to deliver exceptional service.

Key Responsibilities:
– Build and maintain trusted client relationships through customized wealth management, investment recommendations, financial planning, and service excellence.
– Grow new business through proactive outreach, referral networks, and community engagement.
– Manage portfolios and financial plans in accordance with client goals, risk tolerance, stage of life, and legacy desires.
– Collaborate with internal specialists and firm support (compliance, operations, tech) to deliver scalable, high‑quality advice and service.
– Leverage the firm’s technology platform and operational infrastructure to optimize advisor productivity and client experience.

Qualifications

– Bachelor’s degree in Finance, Economics, Business, or related discipline.
– Active FINRA Series 7 + 66 (or 63 + 65) licenses required.
– 3+ years of financial advisory, brokerage, or wealth management experience managing client relationships and assets under management.
– Proven track record of business development, referrals, and client growth.
– Entrepreneurial mindset and client‑first orientation in alignment with firm culture.
– Ability to embrace and leverage technology, firm infrastructure, and collaborative planning process.

Additional Details
Company: Confidential independent, employee‑owned wealth management firm serving clients across accumulation, distribution, and legacy stages.

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Why is This a Great Opportunity?

If you are a CPA with tax planning and strategy experience looking for a positive change, this could be a tremendous opportunity for you. Join a top performing Wealth Management team as an Advisor to provide top tier consultative services to a well established clientele. No previous wealth management experience required, just a strong tax planning background and CPA with a desire to serve at a very high level.

Job Description

Work with Partnership group and Senior Advisors to learn, understand and advise on all aspects of the team business as it pertains to family and business wealth management planning. Participate in meetings from initial prospect to client action plan implementation and review. Build and develop lasting relationships with the firm’s clients to act as their trusted advisor on issues ranging from investment strategies, retirement planning, tax planning and strategies, education savings, estate planning and more. Additionally, be able to round out the team’s expertise by bringing your CPA and experience in Tax to be a trusted expert there.

Qualifications

Bachelors in Accounting, Finance or equivalent
CPA with tax experience preferred
4-5 years working as a client service advisor in some capacity
Excellent team player comfortable working in a client facing role

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Why is This a Great Opportunity?

This Legal Billing Specialist role offers the chance to be part of a fast-paced, detail-oriented environment where your skills directly impact the financial operations and client service experience of a growing legal practice. You will engage with attorneys, clients, and billing platforms, helping ensure accurate, timely invoicing and budget submissions. This is an ideal opportunity for a billing professional who enjoys structured work, values precision, and thrives in a collaborative environment that supports learning and growth. With exposure to both paper-based and electronic billing systems, you’ll sharpen your technical and communication skills while contributing to a high-performing team.

Job Description:

The Legal Billing Specialist is responsible for supporting the firm’s billing function by preparing and processing invoices, managing electronic billing submissions, coordinating with clients, and assisting with new client billing setup. This role ensures that all billing procedures are completed accurately and in compliance with client guidelines.

Key Responsibilities:
• Prepare, review, and submit client invoices via email, mail, and electronic billing systems
• Monitor and manage billing deadlines to ensure timely invoice submission
• Collaborate with attorneys and legal staff to ensure bill accuracy and compliance with client terms
• Respond to client inquiries regarding invoices and billing documentation
• Create and submit budget templates and fee estimates as requested by clients
• Set up new clients in billing systems and client-specific billing portals
• Maintain accurate billing records and assist with tracking billing-related metrics

Qualifications:

Required Skills and Experience:
• Previous experience in legal billing or general invoicing roles required
• Strong written communication skills with attention to detail
• Familiarity with legal billing procedures and electronic billing platforms (e.g., Legal Tracker, CounselLink, or similar systems) is a plus
• Ability to work effectively in a team environment and independently manage assigned tasks
• Excellent time management and organizational abilities
• Ability to prioritize and manage multiple tasks in a deadline-driven environment
• Professional and courteous in interactions with both clients and internal team members

Education:
• High school diploma or GED required
• Additional education or training in accounting, business administration, or legal studies is preferred

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