Tax-Savvy Associate Financial Advisor

JCW Group; Buffalo Grove (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JCW Group, a growing fee-only wealth management firm in the Chicago area, is hiring an Associate Financial Advisor to support relationship management and financial planning under the Lead Advisor. The ideal candidate will have 2+ years in a client-facing role at an RIA and familiarity with tax planning strategies.

A CPA or EA is a plus but not required. Day-to-day responsibilities include assisting in developing customized financial strategies, meeting with clients to review plans, and

Qualifications

• 2+ years of experience in a client facing role at another RIA firm.
• Familiar with tax planning strategies.

Responsibilities

• Assist the Lead Advisor in developing customized financial strategies.
• Meet with clients to review financial plans, updates, and recommendations.
• Assist the Lead Advisor in implementing tax-efficient financial plans.
• Prepare and present planning scenarios related to tax impact, including strategies such as RMD planning and tax optimization.

Skills

Client facing

Tax planning

Relationship management

Education

CPA/EA preferred

Tools

eMoney

Internal systems

Job description

JCW Group, a growing fee-only wealth management firm in the Chicago area, is hiring an Associate Financial Advisor to support relationship management and financial planning under the Lead Advisor. The ideal candidate will have 2+ years in a client-facing role at an RIA and familiarity with tax planning strategies.

A CPA or EA is a plus but not required. Day-to-day responsibilities include assisting in developing customized financial strategies, meeting with clients to review plans, and