Wealth Advisor

LeoForce; Dallas (TX); Presencial; USD 75 000 - 130 000; Tempo integral

Resumo da oferta

Leoforce is seeking a Permanent Wealth Advisor in the Dallas area to provide comprehensive wealth management for high-net-worth clients. You will craft investment and financial plans, offer advanced tax planning including real estate tax and 1031 exchange advice, and manage client portfolios with fiduciary integrity.

The role requires 5+ years of experience, Series 65, and strong relationship-building and communication skills; a finance or accounting degree is required, with CFP or advanced

Qualificações

• Minimum 5 years of wealth management or financial planning experience.
• Fiduciary duties and 1031 exchange experience.
• Tax planning and real estate tax expertise.
• 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.
• Current Series 65 license or ability to obtain.
• Bachelor's in finance or accounting; CFP or master's preferred.

Responsabilidades

• Provide wealth management advice to high-net-worth clients and families.
• Review clients' financial circumstances, current provisions, and future aims.
• Develop investment and financial planning strategies for clients.
• Offer tax planning and real estate tax advice.
• Manage and update client portfolios in line with financial plans.
• Lead client engagements and maintain strong relationships.
• Stay updated on financial products and legislation.
• Collaborate with team to deliver comprehensive service to clients.

Conhecimentos

Wealth management

Financial planning

Fiduciary duties

Tax planning

Client relationship building

Series 65 license

Leadership

High net worth client service

Communication skills

Formação académica

Bachelor's degree in finance or accounting

Master's degree or CFP designation preferred

Ferramentas

CCH software

Descrição da oferta de emprego

Job Description

Experience: Mid Level
Salary: $75,000 - $130,000 per year

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.

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!

#sales #series-65 #high-net-worth #individual #1031-exchange #1120s #cch #real-estate-tax #tax-planning #wealth-management #fiduciary #engagement #wealth #cfp-certification #tier2