Wealth Advisor

Roles / Responsibilities We’re looking for a Wealth Advisor with deep tax planning expertise to join our growing team. You’ll work directly with high-net-worth clients, integrating tax strategy with investment, retirement, and estate planning. Below is a broad summary of roles and responsibilities. Deliver fiduciary wealth management and tax-focused financial planning. Develop and implement tax-efficient investment, retirement, and estate strategies. Review tax returns, identify planning opportunities, and collaborate with CPAs/attorneys. Assess proper life, property, and casualty insurance coverage (collaborate with insurance brokers) to ensure adequate risk management. Stay ahead of tax law changes and industry best practices. Lead client relationships, contribute to business development, and thought leadership. What We’re Looking For CFP required CPA, EA, or CFA designation is a plus. 5+ years in wealth management or financial planning with a tax focus. Strong knowledge of tax law, retirement planning, and estate strategies. Excellent communicator with a client-first, fiduciary mindset. Passion for lifelong learning, curiosity, and continuous improvement.

#J-18808-Ljbffr