Wealth Management Associate

Job Description

Job Description

The Opportunity

This role is designed for an experienced CPA who is ready to transition from public accounting into a client-focused wealth management career-without the billable hour pressure, overtime demands, or business development expectations that define public firm life. There is no sales requirement in this role.

This is a Monday-Friday position with no overtime requirements and no billable hour targets-a meaningful distinction for CPAs accustomed to the demands of public accounting.

As a Wealth Management Associate, you will collaborate directly with our senior advisors to develop and deliver comprehensive financial plans aligned with each client's unique goals and values, with a particular emphasis on tax planning and strategy for high-net-worth individuals, estates, and trusts.

The career path progresses toward Senior Wealth Advisor and, for the right candidate, eventual partnership. Growth here is built on expertise and client service-not a sales quota. We are committed to investing in your professional, technical, and personal growth.

Key Responsibilities

Client Service & Planning

• Assist in client onboarding, with progressively independent participation in client meetings throughout your first year

• Prepare client paperwork, custodian documents, and account transfer materials

• Contribute to the preparation of comprehensive financial plans using MoneyGuide Pro

• Prepare income tax returns and contribute to year-round tax planning strategies for wealth management clients

Technology & Operations

• Develop proficiency in firm technology within your first year, including Redtail CRM, Schwab custodial platform, Porfolio Center and MoneyGuide Pro (training provided)

• Perform daily portfolio reconciliation and prepare monthly and quarterly investment reporting

• Assist with portfolio management tasks under senior advisor supervision

• Proficient in the Microsoft Office Suite, including Word, Excel, and PowerPoint, with the ability to produce polished, professional-quality documents, reports, and presentations

Administrative & Team Support

• Support partners with administrative and operational tasks as needed

• Contribute to a collaborative, team-first culture with a positive, solutions-oriented attitude

Who You Are

• Exceptionally organized, with strong attention to detail and the ability to manage multiple priorities across advisors and clients simultaneously

• A responsive, clear communicator-both in writing and verbally

• Socially aware and open-minded, with genuine curiosity about diverse perspectives and a commitment to evidence-based thinking in both your professional work and your worldview

• Grounded in the highest ethical standards, with an unwavering commitment to the confidentiality of client and firm information Emotionally intelligent and self-aware, able to build effective relationships with a diverse team and client base

• Genuinely collaborative, you thrive in a team environment, welcome feedback and coaching, and put clients first

• Tech-savvy and adaptable, with the ability to quickly learn new platforms and tools

• Motivated to grow, you envision a long-term career in wealth management and want a firm that will invest in that vision

• A non-smoker

Education, Experience & Credentials

• Bachelor's degree required; Master's degree preferred in Finance, Accounting, or a related field

• Two to five years of experience in public accounting or a tax-focused professional services environment, with meaningful exposure to high-net-worth individuals, estates, and/or trusts strongly preferred

• CPA designation required; CFP® certification is a plus, and we will fully support candidates who wish to pursue it

• Licenses and designations may be acquired on the job; we support your credentialing journey financially and with dedicated study time

Compensation & Benefits

• Competitive base salary of $75,000-$125,000, commensurate with experience and credentials

• 100% employer-paid health insurance

• Employer-sponsored retirement plan

• Three weeks of paid vacation plus paid sick leave

• Full financial support for licensing exams, designation fees, continuing education, and professional development

• Semi-annual performance reviews with a clear path to advancement

• Ongoing coaching and mentoring from experienced partners

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.