Advisor – CPA, Wholistic & Tax Planning in Wealth Management

Accounting Career Consultants; St. Louis (MO); On-site; USD 70,000 - 95,000; Full time

Job summary

A leading consulting firm seeks a CPA Advisor to join their Wealth Management team in St. Louis. In this role, you will engage with clients on tax and wealth management strategies, providing comprehensive consultative services. Ideal candidates will have a strong tax planning background and a commitment to delivering high-level service without prior wealth management experience required.

Qualifications

• CPA with tax experience preferred.
• 4-5 years working as a client service advisor.
• Excellent team player comfortable in client facing roles.

Responsibilities

• Work with Partnership group and Senior Advisors on wealth management planning.
• Participate in meetings from prospect to client action plan implementation.
• Build relationships with clients on investment and estate planning.

Skills

Client Service

Tax Planning

Wealth Management

Retirement Planning

Education

Bachelors in Accounting

Bachelors in Finance

Job description

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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