Wealth Advisor

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

Job summary

LeoForce is seeking a Permanent Wealth Advisor to join our dynamic wealth management team in Dallas. The role focuses on advising high net worth clients, guiding tax planning, and implementing wealth strategies aligned with fiduciary duties.

The ideal candidate has 5+ years in wealth management, familiarity with 1031 exchanges, and Series 65 eligibility. A finance/accounting background with CFP preferred complements the position within our expanding RIA.

Qualifications

• Minimum 5 years of experience in wealth management or financial planning.
• Fiduciary duties, wealth management, and 1031 exchanges experience.
• Proficiency in tax planning and real estate tax.
• Experience in managing high net worth individual 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.

Responsibilities

• Provide comprehensive wealth management advice to high net worth individuals and families.
• Conduct in-depth reviews of clients' financial circumstances and future aims.
• Assist clients with developing investment and financial planning strategies.
• Offer expert tax planning, real estate tax guidance, and 1031 exchanges.
• Manage and update client portfolios according to financial plans.
• Utilize CCH software for tax research and return preparation.
• Maintain fiduciary duties with integrity and professionalism.
• Lead client engagements and nurture strong client relationships.

Skills

Relationship-building

Communication

Strategic thinking

Team player

Education

Bachelor's degree in finance/accounting or related field

Master's degree or CFP designation preferred

Tools

CCH software

Job description

Job Description

Experience: Mid Level

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

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

As a Permanent Wealth Advisor, your day-to-day tasks will include:

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

Qualifications

• A minimum of 5 years of experience in wealth management or financial planning.
• Expertise in fiduciary duties, wealth management, and 1031 exchanges.
• Proficiency in tax planning and real estate tax.
• Experience in managing high net worth individual 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 holder or the ability to obtain it.
• 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.

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!