Associate Advisor Tax Wealth Management
San Francisco, CA, United States
Job Description
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn or text (415)276-0356.
Menlo Park (hybrid schedule)
Associate Wealth Advisor (Tax)
Up to 140K + Bonus
Our client is an RIA with over $4.0 billion in assets under management across 150+ families. They are looking for an Associate Wealth Advisor who specializes in Tax to join their team.
Responsibilities include
- Prepare agendas, reports and analyses for client meetings
- Play a key role in the ongoing maintenance of the firm\'s portfolio accounting and performance reporting system
- Assist in the execution of client recommendations
- Run financial projections for clients using sophisticated Excel models
- Assist advisors in evaluating various financial decisions and strategies for clients by conducting research and complex financial analyses on a wide range of investment, tax, estate and financial planning topics
- Perform general research in areas of investments, income tax planning, estate planning, impact of recent regulations, and financial markets.
Keys
- CPA, CFA, CFP or other designation preferred
- Must be a perfect fit - ideally on way to CFP and coming out of another RIA (see profile attached)
- proficiency in Excel and a well-developed quantitative aptitude to develop models to analyze financial matters
- Strong present - able to talk to clients
If you are not interested in the position, I would greatly appreciate it if you can pass the goodwill forward and share this with friends in the industry, who may not have access to these roles otherwise.
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn or text (415)276-0356.
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Job Detail
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Job IdJD4313019
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:$110000 per year
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Employment StatusPermanent
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Job LocationSan Francisco, CA, United States
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EducationNot mentioned