Independent Wealth Advisor — CPA, Series 65

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

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