Senior Independent Wealth Advisor — HNW Clients

Jobot; Dallas (TX); On-site; USD 250,000 - 650,000; Full time

Job summary

Jobot is seeking an experienced Permanent Independent Advisor in Wealth Management to provide high-quality planning and advisory services to high net worth clients. The role requires strong tax planning, estate/trust knowledge, and IRS experience, with fiduciary responsibility and a focus on client success.

The ideal candidate will hold an active CPA license, Series 65, and have at least 5 years in a similar role.

Qualifications

• Minimum 5 years in a similar wealth-management role.
• Active CPA license required.
• Series 65 certification required.
• Proven experience with high net worth clients.

Responsibilities

• Provide comprehensive financial planning and wealth management advice to high net worth individuals.
• Utilize expertise in tax planning, estate, gift and trust matters to optimize client financial situations.
• Conduct tax reviews and prepare federal/state tax returns.
• Advise on 1031 Exchanges, S Corp, and CCH matters.
• Liaise with IRS on behalf of clients when necessary.
• Stay updated with tax laws and industry trends.
• Assist clients with IRS 1120S forms.
• Act as fiduciary, prioritizing clients' best interests.
• Develop and implement income tax planning strategies.

Skills

Wealth management

Tax planning

Estate planning

IRS matters

1031 Exchanges

S Corp

Communication

Problem solving

Education

CPA license

Series 65

Tools

CCH

Job description

Jobot is seeking an experienced Permanent Independent Advisor in Wealth Management to provide high-quality planning and advisory services to high net worth clients. The role requires strong tax planning, estate/trust knowledge, and IRS experience, with fiduciary responsibility and a focus on client success.

The ideal candidate will hold an active CPA license, Series 65, and have at least 5 years in a similar role.