CPA: Wealth Management Client Advisor

NexWealth; Philadelphia (Philadelphia County); On-site; USD 70,000 - 90,000; Full time

Job summary

NexWealth in Philadelphia is seeking a CPA to provide client servicing for high-net-worth clients. In this role, you will work with firm executives on various financial strategies, ensuring that clients receive personalized attention and expert advice.

Applicants must hold a CPA license and have a bachelor’s degree in a related field. Strong communication skills and attention to detail are essential. The firm focuses on customized investment solutions and exceptional family wealth management.

Qualifications

• Must have a CPA license.
• Experience working at a Registered Investment Advisory firm or family office is mandatory.
• Strong fluency with Excel formulas and functions.

Responsibilities

• Identify client issues, then design strategies for income tax, retirement, and asset protection.
• Educate clients on new planning strategies.
• Work with clients' outside advisors to implement planning strategies.
• Oversee custodial account opening and tax efficiency of money movement.
• Provide client relationship support and assist in client conversations.

Skills

Attention to detail

Professional demeanor

Communication skills

Excel proficiency

Adaptability

Education

Bachelor’s degree in accounting, finance, economics, or related field

CPA License

Tools

Microsoft Office

Financial reporting software

Job description

NexWealth in Philadelphia is seeking a CPA to provide client servicing for high-net-worth clients. In this role, you will work with firm executives on various financial strategies, ensuring that clients receive personalized attention and expert advice.

Applicants must hold a CPA license and have a bachelor’s degree in a related field. Strong communication skills and attention to detail are essential. The firm focuses on customized investment solutions and exceptional family wealth management.