Active RPO

Compensation

Full Description

Key Responsibilities • Develop and implement comprehensive wealth management strategies including tax planning, retirement, estate, investment, and risk management solutions. • Provide advanced financial planning insights leveraging CPA expertise for tax optimization and CFP training for holistic client guidance. • Collaborate with internal teams (investment advisors, portfolio managers, estate attorneys, insurance specialists) to deliver integrated client solutions. • Conduct in-depth financial reviews, cash flow analyses, and scenario planning to anticipate client needs. • Maintain long-term client relationships built on trust, transparency, and fiduciary responsibility. • Monitor regulatory changes, tax laws, and financial planning trends to ensure client strategies remain effective and compliant. • Mentor junior planners and contribute to the overall growth of the wealth management team. Qualifications • CPA (Certified Public Accountant) – required • CFP (Certified Financial Planner) – required • Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s preferred). • Minimum 7+ years of experience in wealth planning, financial advisory, or tax advisory roles. • Proven track record of working with high-net-worth individuals and families. • Strong knowledge of tax codes, estate laws, and investment strategies. • Excellent communication, analytical, and interpersonal skills. • Ability to manage complex financial situations with discretion and professionalism. What We Offer • Competitive base salary plus performance-based incentives. • Comprehensive benefits package (healthcare, retirement plans, paid time off). • Professional growth opportunities, including support for continuing education and certifications. • Collaborative and client-focused work environment. Job Type: Full-time Pay: $116,388.92 - $169,952.25 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Flexible schedule • Health insurance • Life insurance • Paid time off • Retirement plan • Tuition reimbursement • Vision insurance Work Location: On the road