Independent Wealth Advisor for High-Net-Worth Clients

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

Job summary

Jobot is seeking a Permanent Independent Advisor in Wealth Management to provide high-level financial guidance to high-net-worth clients. The role emphasizes fiduciary responsibility, comprehensive planning, and tax optimization.

The candidate will handle complex tax matters and collaborate with tax authorities as needed. The position requires a CPA license and Series 65, with at least 5 years in a similar role.

Qualifications

• Minimum of 5 years in a similar role within wealth management and related finance sectors.
• Active CPA license is required.
• Series 65 certification.
• Proven wealth management experience with high net worth clients.
• Extensive knowledge in tax planning, federal and state tax, IRS matters.
• Familiarity with 1031 Exchanges, S Corp, and CCH.
• Strong understanding of estate, gift, and trust matters.
• Excellent communication and interpersonal skills; fiduciary mindset.
• High integrity and professionalism; client-first approach.

Responsibilities

• Provide comprehensive financial planning and wealth management advice to high net worth individuals.
• Utilize expertise in tax planning and estate, gift, and trust matters to optimize clients' financial situations.
• Conduct thorough 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 laws and industry changes.
• Assist clients in understanding and implementing IRS Form 1120S.

Skills

Wealth management

Tax planning

Communication skills

Interpersonal skills

Analytical thinking

Problem solving

Education

CPA license

Series 65 certification

Tools

CCH

Job description

Jobot is seeking a Permanent Independent Advisor in Wealth Management to provide high-level financial guidance to high-net-worth clients. The role emphasizes fiduciary responsibility, comprehensive planning, and tax optimization.

The candidate will handle complex tax matters and collaborate with tax authorities as needed. The position requires a CPA license and Series 65, with at least 5 years in a similar role.