Independent Advisor

Australia-Employment; Edgewood (FL); On-site; USD 250,000 - 650,000; Full time

Job summary

Jobot is seeking an Independent Advisor in Dallas, TX to provide high-quality wealth management and tax planning services for high net worth clients. You will conduct tax reviews, advise on 1031 exchanges, and liaise with the IRS while acting as a fiduciary in a fast-paced, growth-focused environment.

The ideal candidate has 5+ years in wealth management, CPA license, and Series 65 certification, with strong communication and analytical skills to deliver innovative financial solutions.

Qualifications

• Minimum 5 years in a similar wealth management role.
• Active CPA license required.
• Series 65 certification required.
• Proven wealth management experience with high net worth clients.
• Extensive knowledge in tax planning, federal and state tax, and IRS matters.
• Familiarity with 1031 Exchanges, S Corp, and CCH.
• Strong understanding of estate, gift, and trust matters.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• High integrity and fiduciary commitment.

Responsibilities

• Provide comprehensive wealth management advice to high net worth individuals.
• Utilize expertise in tax planning, estate, gift, and trust matters.
• Conduct tax reviews and prepare federal and state tax returns.
• Advise on 1031 Exchanges, S Corp, and CCH matters.
• Liaise with the IRS on behalf of clients when necessary.
• Stay updated with industry trends, regulations, and tax law changes.
• Assist clients in understanding and implementing IRS 1120S forms.
• Act as a fiduciary, prioritizing client interests at all times.
• Develop and implement income tax planning strategies.

Skills

Wealth management

Tax planning

Client relationships

Communication

Analytical thinking

Problem solving

Fiduciary duty

Education

CPA license

Series 65 certification

Tools

CCH

Job description

Independent Advisor

$250000 - $650000 per year | Dallas, TX | On-site | Permanent

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

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

• 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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.