Remote Tax & Wealth Solutions Developer (1099)

Exemplar Companies Inc.; Boston (MA); Remote; USD 120,000 - 170,000; Part time

Benefits offered by this job

1099 partnership

Remote work

National network access

Platform support

Job summary

Exemplar Companies is seeking an experienced Registered Representative – Tax & Wealth Solutions Wholesaler to develop relationships with financial advisors, CPAs, tax professionals, RIAs, and broker‑dealers across a national platform. This entrepreneurial 1099 opportunity focuses on integrating tax planning with wealth management and investment strategies for high‑net‑worth clients.

The role emphasizes building a robust book of business, educating partners on tax‑efficient investing, and

Qualifications

• FINRA Series 7 and 63 licenses required.
• Bachelor's degree in finance, business, accounting, tax, or related field preferred.
• 5+ years in investment sales, financial services, wealth management, or business development.

Responsibilities

• Develop and execute a territory/business development plan focused on tax-efficient wealth and investment solutions.
• Build relationships with CPAs, tax advisors, financial advisors, RIAs, broker-dealers, family offices, and other professionals.
• Identify opportunities where investment, wealth management, insurance, and tax strategies can work together.
• Educate advisors and partners on available investment offerings and tax-related considerations.
• Develop relationships with business owners, entrepreneurs, executives, and high-net-worth individuals.
• Conduct advisor meetings, presentations, educational events, and networking opportunities.
• Identify new opportunities involving alternative investments, private placements, tax-advantaged strategies, and wealth planning.
• Collaborate with Exemplar's tax, wealth, insurance, legal, and business advisory professionals to identify cross-disciplinary opportunities.
• Provide market, investment, and tax-planning insights within regulatory guidelines.
• Maintain accurate CRM activity, pipeline, and relationships.
• Represent Exemplar at industry conferences and CPA/wealth management events.
• Expand Exemplar's network of advisors and referral partners.

Skills

Relationship building

Tax planning

Networking

Investment sales

Education

FINRA Series 7 license

FINRA Series 63 license

Bachelor's degree in Finance/Business/Accounting/Tax/Marketing

Job description

Exemplar Companies is seeking an experienced Registered Representative – Tax & Wealth Solutions Wholesaler to develop relationships with financial advisors, CPAs, tax professionals, RIAs, and broker‑dealers across a national platform. This entrepreneurial 1099 opportunity focuses on integrating tax planning with wealth management and investment strategies for high‑net‑worth clients.

The role emphasizes building a robust book of business, educating partners on tax‑efficient investing, and