Wealth Advisor

Jobot; Dallas (TX); On-site; USD 75,000 - 130,000; Full time

Job summary

Jobot seeks a Permanent Wealth Advisor to join our dynamic Accounting and Finance team in Dallas, TX. You will manage high net worth client relationships, provide tailored tax planning, and implement wealth management strategies aligned with clients' goals.

Ideal candidates bring 5+ years of wealth management experience, fiduciary expertise, Series 65 licensing, and strong communication. Familiarity with 1031 exchanges and CCH software is preferred.

Qualifications

• 5+ years of experience in wealth management or financial planning
• Familiarity with fiduciary duties, wealth management, and 1031 exchanges
• Proficiency in tax planning and real estate tax
• Experience managing high net worth accounts
• Familiarity with CCH software and tax preparation for individuals and 1120S
• Excellent communication and relationship-building skills
• Ability to lead client engagements and provide sound financial advice
• Current Series 65 license or ability to obtain it
• Bachelor's degree in finance, accounting, or related field; Master's or CFP preferred

Responsibilities

• Provide wealth management advice to high net worth individuals and families
• Review clients' financial circumstances and future aims
• Develop investment and financial planning strategies
• Offer tax planning and real estate tax guidance including 1031 exchanges
• Manage and update client portfolios per financial plans
• Utilize CCH software for tax research and returns
• Uphold fiduciary duties with integrity
• Lead client engagements and maintain relationships
• Collaborate with team members to deliver comprehensive service

Skills

Fiduciary duties

Wealth management

Tax planning

Real estate tax

Client relations

Series 65 license

Leadership

Communication

Education

Bachelor's in finance or accounting

Master's degree or CFP

Tools

CCH software

Job description

Job Details

Wealth is Health

This Jobot Job is hosted by: Tristan Metcalf

Salary: $75,000 - $130,000 per year

A bit about us

We are a leading RIA with continuous growth over $40b assests under management.

Why join us

As an advisor, your role will be highly impactful to our mission and expansion!

Job Details

Job Details:

Are you passionate about wealth management and financial planning? Do you have a knack for building strong relationships and providing sound financial advice? If so, we are looking for a Permanent Wealth Advisor to join our dynamic team in the Accounting and Finance industry. You will be playing a pivotal role in managing high net worth individual accounts, providing valuable tax planning advice, and facilitating wealth management strategies. This is an exciting opportunity for someone who is not only knowledgeable in fiduciary duties, wealth management, and 1031 exchange, but also has a passion for helping clients achieve their financial goals.

Responsibilities:

• 1. Providing comprehensive wealth management advice to high net worth individuals and families.
• 2. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
• 3. Assisting clients with developing their investment and financial planning strategies.
• 4. Offering expert advice on tax planning, real estate tax, and 1031 exchanges.
• 5. Managing and updating client portfolios in accordance with their financial plans.
• 6. Utilizing CCH software for tax research and preparation of individual and 1120S tax returns.
• 7. Ensuring fiduciary duties are carried out with the utmost integrity and professionalism.
• 8. Leading client engagement and maintaining strong relationships with clients.
• 9. Keeping up-to-date with financial products and legislation and obtaining the Series 65 license if not already held.
• 10. Collaborating with other team members to provide comprehensive service to clients.

Qualifications:

• 1. A minimum of 5 years of experience in wealth management or financial planning.
• 2. Expertise in fiduciary duties, wealth management, and 1031 exchanges.
• 3. Proficiency in tax planning and real estate tax.
• 4. Experience in managing high net worth individual accounts.
• 5. Familiarity with CCH software and tax preparation for individuals and 1120S.
• 6. Excellent communication and relationship-building skills.
• 7. Ability to lead client engagements and provide sound financial advice.
• 8. Current Series 65 license holder or the ability to obtain it.
• 9. A bachelor's degree in finance, accounting, or a related field. A master's degree or a Certified Financial Planner (CFP) designation is preferred.

Our ideal candidate is a strategic thinker, a problem solver, and a team player, who is driven by helping clients achieve their financial goals. If you believe you are the right fit for this role, we would be excited to hear from you.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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