Advisor – CPA, Wholistic & Tax Planning in Wealth Management

Accounting Career Consultants, ACC Legal & HR Career Consultants; St. Louis (MO); On-site; USD 60,000 - 141,000; Full time

Job summary

Join a leading Wealth Management team as an Advisor where your CPA and tax planning background will play a critical role in providing consultative services. This opportunity does not require previous wealth management experience, allowing you to focus on serving clients at a high level while building lasting relationships and guiding them through their financial planning needs.

Qualifications

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

Responsibilities

• Work with partnership group and senior advisors on wealth management planning.
• Build and develop lasting relationships with clients.
• Advise on investment strategies, tax planning, and estate planning.

Skills

Client service

Tax planning

Investment strategies

Retirement planning

Estate planning

Education

Bachelors in Accounting, Finance or equivalent

CPA Certification

Job description

Advisor – CPA, Wholistic & Tax Planning in Wealth Management

Advisor – CPA, Wholistic & Tax Planning in Wealth Management

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Accounting Career Consultants, ACC Legal & HR Career Consultants

Vice President / Accounting and Finance Recruiting Leader at Accounting Career Consultants

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

#29229

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

Referrals increase your chances of interviewing at Accounting Career Consultants, ACC Legal & HR Career Consultants by 2x

Sign in to set job alerts for “Public Accountant” roles.

St Louis, MO $75,815.00-$140,476.00 5 days ago

St Louis, MO $60,000.00-$65,000.00 10 hours ago

Greater St. Louis $70,000.00-$80,000.00 1 week ago

Chesterfield, MO $67,400.00-$80,000.00 3 weeks ago

Senior Accountant, ARES – Birmingham, AL Title Company

St Louis, MO $85,000.00-$115,000.00 1 day ago

Manager, External Reporting & Compliance

St Louis, MO $80,000.00-$95,000.00 5 days ago

Greater St. Louis $90,000.00-$110,000.00 2 weeks ago

Alton, IL $65,000.00-$85,000.00 1 week ago

St Louis, MO $75,000.00-$85,000.00 1 day ago

Alton, IL $65,000.00-$85,000.00 16 hours ago

St Louis, MO $59,000.00-$84,000.00 1 day ago

St Louis, MO $85,000.00-$90,000.00 2 days ago

Greater St. Louis $75,000.00-$95,000.00 3 weeks ago

Greater St. Louis $80,000.00-$95,000.00 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.