What are the responsibilities and job description for the Wealth Advisor position at Jobot?
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Job details:
Wealth is Health
This Jobot Job is hosted by: Tristan Metcalf
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $75,000 - $130,000 per year
A bit about us:
We are a leading RIA with continuous growth over $40b assests under management.
Why join us?
As an advisor, your role will be highly impactful to our mission and expansion!
Job Details
Job Details:
Are you passionate about wealth management and financial planning? Do you have a knack for building strong relationships and providing sound financial advice? If so, we are looking for a Permanent Wealth Advisor to join our dynamic team in the Accounting and Finance industry. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies. This is an exciting opportunity for someone who is not only knowledgeable in fiduciary duties, wealth management, and 1031 exchange, but also has a passion for helping clients achieve their financial goals.
Responsibilities:
As a Permanent Wealth Advisor, your day-to-day tasks will include:
1. Providing comprehensive wealth management advice to high net worth individuals and families.
2. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
3. Assisting clients with developing their investment and financial planning strategies.
4. Offering expert advice on tax planning, real estate tax, and 1031 exchanges.
5. Managing and updating client portfolios in accordance with their financial plans.
6. Utilizing CCH software for tax research and preparation of individual and 1120S tax returns.
7. Ensuring fiduciary duties are carried out with the utmost integrity and professionalism.
8. Leading client engagement and maintaining strong relationships with clients.
9. Keeping up-to-date with financial products and legislation and obtaining the Series 65 license if not already held.
10. Collaborating with other team members to provide comprehensive service to clients.
Qualifications:
The ideal candidate should possess the following qualifications:
1. A minimum of 5 years of experience in wealth management or financial planning.
2. Expertise in fiduciary duties, wealth management, and 1031 exchanges.
3. Proficiency in tax planning and real estate tax.
4. Experience in managing high net worth individual accounts.
5. Familiarity with CCH software and tax preparation for individuals and 1120S.
6. Excellent communication and relationship-building skills.
7. Ability to lead client engagements and provide sound financial advice.
8. Current Series 65 license holder or the ability to obtain it.
9. A bachelor's degree in finance, accounting, or a related field. A master's degree or a Certified Financial Planner (CFP) designation is preferred.
Our ideal candidate is a strategic thinker, a problem solver, and a team player, who is driven by helping clients achieve their financial goals. If you believe you are the right fit for this role, we would be excited to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Wealth is Health
This Jobot Job is hosted by: Tristan Metcalf
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $75,000 - $130,000 per year
A bit about us:
We are a leading RIA with continuous growth over $40b assests under management.
Why join us?
As an advisor, your role will be highly impactful to our mission and expansion!
Job Details
Job Details:
Are you passionate about wealth management and financial planning? Do you have a knack for building strong relationships and providing sound financial advice? If so, we are looking for a Permanent Wealth Advisor to join our dynamic team in the Accounting and Finance industry. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies. This is an exciting opportunity for someone who is not only knowledgeable in fiduciary duties, wealth management, and 1031 exchange, but also has a passion for helping clients achieve their financial goals.
Responsibilities:
As a Permanent Wealth Advisor, your day-to-day tasks will include:
1. Providing comprehensive wealth management advice to high net worth individuals and families.
2. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
3. Assisting clients with developing their investment and financial planning strategies.
4. Offering expert advice on tax planning, real estate tax, and 1031 exchanges.
5. Managing and updating client portfolios in accordance with their financial plans.
6. Utilizing CCH software for tax research and preparation of individual and 1120S tax returns.
7. Ensuring fiduciary duties are carried out with the utmost integrity and professionalism.
8. Leading client engagement and maintaining strong relationships with clients.
9. Keeping up-to-date with financial products and legislation and obtaining the Series 65 license if not already held.
10. Collaborating with other team members to provide comprehensive service to clients.
Qualifications:
The ideal candidate should possess the following qualifications:
1. A minimum of 5 years of experience in wealth management or financial planning.
2. Expertise in fiduciary duties, wealth management, and 1031 exchanges.
3. Proficiency in tax planning and real estate tax.
4. Experience in managing high net worth individual accounts.
5. Familiarity with CCH software and tax preparation for individuals and 1120S.
6. Excellent communication and relationship-building skills.
7. Ability to lead client engagements and provide sound financial advice.
8. Current Series 65 license holder or the ability to obtain it.
9. A bachelor's degree in finance, accounting, or a related field. A master's degree or a Certified Financial Planner (CFP) designation is preferred.
Our ideal candidate is a strategic thinker, a problem solver, and a team player, who is driven by helping clients achieve their financial goals. If you believe you are the right fit for this role, we would be excited to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $75,000 - $130,000