Independent Wealth Advisor | CPA, Series 65

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

Job summary

Jobot is seeking a highly skilled Permanent Independent Advisor in wealth management to provide high-quality financial guidance to high net worth clients. The role emphasizes fiduciary duty, tax planning, and strategic instruction across federal and state tax matters.

Ideal candidates hold an active CPA license, Series 65, and at least 5 years of experience in wealth management. This position offers significant earnings potential in a fast-paced, growth-focused environment.

Qualifications

• Active CPA license required.
• Series 65 certification required.
• Minimum 5 years of experience in a similar role within wealth management/financial services.
• Proven experience with high net worth clients.
• Extensive knowledge of tax planning, federal and state tax, and IRS matters.

Responsibilities

• Provide comprehensive financial planning and wealth management advice to high net worth individuals.
• Apply tax planning, estate, gift, and trust strategies to optimize clients' financial health.
• 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 tax law changes and industry trends.
• Assist clients with IRS Form 1120S understanding and compliance.
• Act as fiduciary, prioritizing client interests.
• Develop and implement income tax planning strategies.

Skills

Wealth management

Tax planning

Client relationships

Financial analysis

Communication

Education

CPA license

Series 65

Tools

CCH

Job description

Jobot is seeking a highly skilled Permanent Independent Advisor in wealth management to provide high-quality financial guidance to high net worth clients. The role emphasizes fiduciary duty, tax planning, and strategic instruction across federal and state tax matters.

Ideal candidates hold an active CPA license, Series 65, and at least 5 years of experience in wealth management. This position offers significant earnings potential in a fast-paced, growth-focused environment.