Independent Wealth Advisor for High Net Worth Clients (Dallas)

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

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.