Wealth Advisor

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

Job summary

Jobot is seeking a Permanent Wealth Advisor in Dallas to manage high net worth client accounts, provide tax planning advice, and implement wealth management strategies in a fiduciary framework.

The role emphasizes building strong client relationships, guiding investment and planning decisions, and ensuring compliant fiduciary conduct with ongoing education for licensure (Series 65 if not held).

Qualifications

• Minimum of 5 years of experience in wealth management or financial planning.
• Fiduciary duties, wealth management, and 1031 exchanges expertise.
• Proficiency in tax planning and real estate tax.
• Experience managing high net worth individual accounts.
• Familiarity with CCH software and tax preparation for individuals and 1120S.

Responsibilities

• Provide comprehensive wealth management advice to high net worth individuals and families.
• Conduct in-depth reviews of clients' financial circumstances and goals.
• Help clients develop investment and financial planning strategies.
• Offer expert 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 1120S returns.
• Uphold fiduciary duties with integrity and professionalism.
• Lead client engagements and maintain strong relationships.
• Stay updated on financial products and regulations and pursue Series 65 if needed.
• Collaborate with team members to deliver holistic client service.

Skills

Wealth management

Fiduciary duties

1031 exchanges

Tax planning

Real estate tax

High net worth accounts

Series 65

Communication

Relationship-building

Education

Bachelor's degree in finance or accounting

Master's degree or CFP preferred

Tools

CCH software

Job description

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

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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