Tax & Financial Advisor — Build Trusted Client Relationships

Goodwin Recruiting; Nolanville (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Unlimited growth and earning potential

Quarterly distributions

Health insurance premium covered at 75%

Retirement plan with company contribution

Vacation and holiday pay

Quarterly team outings

Relocation assistance

Job summary

A leading financial services firm in Texas is seeking a Tax & Financial Advisor to support clients with their tax and investment needs. The role requires CPA certification and experience in the industry. You will build long-lasting client relationships and provide innovative solutions. This full-time position offers unlimited growth potential and competitive compensation including benefits. Join a collaborative team dedicated to delivering exceptional client service.

Qualifications

• Minimum 2–3 years in the industry supporting Tax and Investment needs.
• Ability to meet clients in person and build long-lasting relationships.

Responsibilities

• Support clients with Tax and Investment services.
• Engage with clients to establish trusted relationships.
• Provide critical and creative solutions to client obstacles.

Skills

Creative, solution-focused thinking

Client relationship building

Integrity

Grit and determination

Education

CPA certification in Texas

Series 7 and Series 65

Job description

A leading financial services firm in Texas is seeking a Tax & Financial Advisor to support clients with their tax and investment needs. The role requires CPA certification and experience in the industry. You will build long-lasting client relationships and provide innovative solutions. This full-time position offers unlimited growth potential and competitive compensation including benefits. Join a collaborative team dedicated to delivering exceptional client service.