Independent Advisor

Jobot; Dallas (TX); On-site; USD 250,000 - 650,000; Full time

Job summary

Jobot in Dallas, TX seeks a Permanent Independent Advisor in Wealth Management to serve high net worth clients with comprehensive financial planning, tax planning, and estate considerations. Requires CPA license, Series 65, and at least 5 years in a similar role; mortgage industry experience preferred.

You will act fiduciary and navigate IRS matters while providing strategic income tax planning. Join a fast-growing, dynamic team offering high earning potential with a transparent compensation

Qualifications

• Minimum 5 years in a similar role within the mortgage industry.
• Active CPA license required.
• Series 65 certification required.
• Experience in wealth management for high net worth clients.
• Strong knowledge of tax planning, estate, gift, and trust matters.
• Excellent communication and relationship-building skills.

Responsibilities

• Providing comprehensive financial planning and wealth management advice to high net worth individuals.
• Utilizing expertise in tax planning, estate, gift, and trust matters to optimize client's financial situations.
• Conducting thorough tax reviews and preparing tax returns, including federal and state tax returns.
• Advising on 1031 Exchanges, S Corp, and CCH matters.
• Liaising with the IRS on behalf of clients when necessary.
• Staying updated with the latest industry trends, regulations, and changes in tax laws.
• Assisting clients in understanding and implementing IRS 1120S forms.
• Acting as a fiduciary, putting the client's best interest first at all times.
• Developing and implementing strategies for income tax planning.

Skills

Communication skills

Interpersonal skills

Fiduciary mindset

Education

CPA license

Series 65

Job description

Job details:

Looking to Advise and Plan as an Independent. Now is your time to join.

Salary: $250,000 - $650,000 per year

A bit about us:

We are quick and lean looking to scale at a rapid rate. Join us and be at the party early.

Why join us?

We are a rapid growing group with an extensively helpful platform to accelerate your success.

Job Details:

Job Details:

Our organization is seeking a highly skilled, experienced, and motivated Permanent Independent Advisor in the Wealth Management industry. This is an exciting opportunity for an individual who is a self-starter, has a keen eye for detail, and who thrives in a fast-paced and dynamic environment. The successful candidate will be responsible for providing high-quality advice to our high net worth clients, ensuring their financial health and stability.

Responsibilities:

As a Permanent Independent Advisor, you will be responsible for a variety of tasks including:

1. Providing comprehensive financial planning and wealth management advice to high net worth individuals.
2. Utilizing your expertise in tax planning, estate, gift, and trust matters to optimize client's financial situations.
3. Conducting thorough tax reviews and preparing tax returns, including federal and state tax returns.
4. Advising on 1031 Exchanges, S Corp, and CCH matters.
5. Liaising with the IRS on behalf of clients when necessary.
6. Staying updated with the latest industry trends, regulations, and changes in tax laws.
7. Assisting clients in understanding and implementing IRS 1120S forms.
8. Acting as a fiduciary, putting the client's best interest first at all times.
9. Developing and implementing strategies for income tax planning.

Qualifications:

1. A minimum of 5 years of experience in a similar role within the mortgage industry.
2. An active CPA license is required.
3. Series 65 certification.
4. Proven experience in wealth management and dealing with high net worth individuals.
5. Extensive knowledge and experience in tax planning, federal and state tax, and IRS matters.
6. Familiarity with 1031 Exchanges, S Corp, and CCH.
7. Strong understanding of estate, gift, and trust matters.
8. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
9. Strong analytical and problem-solving skills, with the ability to provide innovative solutions to complex financial issues.
10. High level of integrity and professionalism, with a commitment to acting as a fiduciary for our clients at all times.

If you are an experienced financial professional with a passion for helping high net worth individuals navigate their financial futures, we would love to hear from you. This is a fantastic opportunity to join a dynamic and growing team, where you will play a crucial role in shaping our clients' financial health and stability.

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.

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