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.
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.
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