Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

CPA Associate Financial Advisor: Tax & Wealth Planning

Bluespring Wealth Partners

A financial advisory firm based in Brookfield seeks an Associate Financial Advisor. This role involves preparing client tax returns, assisting Lead Advisors in client relationships, and managing financial plans. Requirements include a Bachelor's degree, CPA license, and a minimum of 3 years in tax preparation. This full-time position offers comprehensive benefits, including health and dental plans. #J-18808-Ljbffr Bluespring Wealth Partners

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the CPA Associate Financial Advisor: Tax & Wealth Planning in Brookfield, WI vacancy
  •  ...Associate Wealth Advisor CLA is a top 10 national professional services firm where our purpose...  ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services...  ...This role provides centralized financial planning support to advisors across the firm.... 
    Tax
    Local area
    Flexible hours

    CliftonLarsonAllen

    Milwaukee, WI
    3 days ago
  •  ...advisory firm providing wealth management and tax preparation services to...  ...clients. We are seeking a CPA with tax preparation...  ...estimates Assist Lead Advisor in carrying out planning, analysis, investment and...  ...Prepare, review, and update financial plans, including working... 
    Tax
    Permanent employment
    Full time
    Work at office

    Kestra Holdings

    Brookfield, WI
    2 days ago
  •  ...are seeking a Senior Associate/early career level Manager...  ...and peers to deliver financial plans, investment advice and...  ...develop into a lead advisor and future partner ....  ..., 100% employee-owned wealth management firm serving...  ...investment strategy, tax-aware planning, estate... 
    Tax
    Work at office

    ASPIRIANT LLC

    Milwaukee, WI
    1 day ago
  • $70k - $120k

     ...area looking for a Financial Analyst . Our...  ...comprehensive financial plans tailored to client...  ...Provide income tax analysis and planning...  ...estate planning and wealth transfer strategies...  ...teams and external advisors. Assist with charitable...  ...experience ~ CPA preferred ~... 
    Tax

    Truity Partners

    Milwaukee, WI
    1 day ago
  •  ...Junior Financial Advisor (Associate Financial Advisor) Wealth Management Firm New Berlin, WI Please note: Client Service...  ...advisors and deliver financial planning and investment services to high-...  ...plans, including retirement, tax, estate, education, and risk management... 
    Tax

    NPAworldwide

    New Berlin, WI
    3 days ago
  • $72k - $145k

     ...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing...  ...to hire four wealth advisors to work with our existing...  ...comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general... 
    Tax
    Interim role
    Work at office
    Flexible hours

    CliftonLarsonAllen

    Milwaukee, WI
    2 days ago
  • $60k

     ...Alerus is a commercial wealth bank and national...  ...achieve their financial goals. We are driven...  ...The Financial Advisors are enhancing existing...  ...of financial planning concepts, including...  ...giving, trusts, and tax management. Pursue...  ...s) i.e. CFP, CFA, CPA. ~ Ability to... 
    Tax
    Work experience placement
    Live in
    Work at office
    Flexible hours

    Alerus

    Pewaukee, WI
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...their goals through financial planning. On your path to becoming a...  ...independent contractors3 for income tax purposes, and a statutory...  ..., and Northwestern Mutual Wealth Management Company® (NMWMC) (... 
    Tax
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Elm Grove, WI
    4 days ago
  •  ...Associate Financial Advisor The Associate Financial Advisor role partners...  ...include financial planning, portfolio...  ...Providing comprehensive wealth management services including...  ..., financial and tax planning, retirement...  ...i.e, CFP, CPWA, CFA, CPA) within one year of assuming... 
    Tax

    Baird Capital

    Milwaukee, WI
    4 days ago
  •  ...Associate Financial Advisor The Associate Financial Advisor role partners...  ...include financial planning, portfolio...  ...Providing comprehensive wealth management services including...  ..., financial and tax planning, retirement...  ...i.e, CFP, CPWA, CFA, CPA) within one year of assuming... 
    Tax

    Baird

    Milwaukee, WI
    4 days ago
  • $90k - $120k

     ...is a fee-only boutique wealth management firm. They are seeking a Financial Advisor to join their growing...  ...Management, Elder Life Planning, and Caring Hearts Conversations...  ..., investment, tax, and other financial planning...  ..., and processes associated with role ~ Self-starter... 
    Tax
    Flexible hours

    Financial Planner Recruiting, LLC

    Milwaukee, WI
    3 days ago
  •  ...About World Investment Advisors As part of World Insurance Associates, World Investment...  ...nationally recognized financial services firm dedicated...  ...industry’s premier wealth management and retirement plan investment advisory services...  ...retirement, tax, estate, education, and... 
    Tax
    Work from home
    Flexible hours

    World Insurance Associates LLC

    Waukesha, WI
    1 day ago
  • JMG Financial Group, located in Pewaukee, WI, is searching for a dedicated Financial Advisor to join their team. The ideal candidate must have...  ...of comprehensive financial planning. Responsibilities include assessing...  ...the highest standards in wealth management. #J-18808-Ljbffr... 

    JMG Financial Group

    Pewaukee, WI
    3 days ago
  • JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years... 
    Full time

    JMG Financial Group, Ltd.

    Pewaukee, WI
    4 days ago
  • JMG Financial Group, Ltd. is one of the largest...  ...owned fee-based wealth management firms in...  ...Work for Financial Advisors for 2021-2025. JMG...  ...join a fee-only planning firm with an established...  ..., income tax, retirement planning...  ...experience CFA® and/or CPA designations... 
    Tax
    Full time
    Temporary work
    Work at office

    JMG Financial Group

    Pewaukee, WI
    3 days ago
  •  ...Agents in Pewaukee is seeking an advisor for a financial planning firm. The role focuses on tax preparation, tax strategies, and...  ...their financial health and wealth building. The ideal candidate should...  ...should have IRS AFSP with PTIN, with CPA or CFP preferred. This position... 
    Tax
    Full time
    Part time
    Work at office
    Remote work

    Wisconsin Society of Enrolled Agents

    Pewaukee, WI
    3 days ago
  • $77k - $214k

     ...Competency: Industry Tax Practice Industry...  ...Sector: Asset and Wealth Management Time...  ...to clients on tax planning, compliance, and...  ...and analyse financial data, prepare and...  ...solutions. As a Senior Associate you will analyze complex...  ...business advisor Demonstrating familiarity... 
    Tax
    Full time
    H1b

    PwC

    Milwaukee, WI
    2 days ago
  •  ...client-focused Senior Wealth Management Advisor to join a...  ...of Wealth Managers and Associate Wealth Managers, providing...  ...standards for advanced wealth planning, integrating investment, estate, tax, philanthropic,...  ...proficient; experience with financial planning software, CRM... 
    Tax
    Work at office
    Flexible hours

    Windward Recruiting

    Brookfield, WI
    2 days ago
  • $100k - $150k

     ...Wealth Advisor | Milwaukee *The role offers a competitive base salary with additional bonus potential A top-tier RIA in Milwaukee...  ...to partner with Senior Advisors in designing customized financial plans for high-net-worth clients. This in-office role comes with... 
    Work at office

    BCI - Brokerage Consultants Inc

    Milwaukee, WI
    5 days ago
  • $69.92k - $109.46k

     ...Wealth Advisor The Private Wealth Management team serves to manage,...  ...As a fiduciary, we deliver financial outcomes for our clients through...  ...and personalized financial plans that turn goals into reality...  ...varied benefits to eligible associates, such as Paid Time Off; a 40... 
    Work at office
    Flexible hours

    UMB

    Milwaukee, WI
    3 days ago
  •  ...About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals... 
    Work from home
    Flexible hours

    World Insurance Associates LLC

    New Berlin, WI
    2 days ago
  • $60k

     ...Private Wealth Advisor II Job Locations US-WI-Milwaukee Category/Function...  ...relationship development and providing financial and investment guidance and expertise to...  ...Provide Advice to clients through Financial Planning: Be able to complete a basic... 
    Base plus commission
    Full time

    Old National Bank

    Milwaukee, WI
    3 days ago
  •  ...Milwaukee, WI. They provide comprehensive financial planning and investment management services...  ...just getting started. They are seeking an Associate Financial Planner to join our team....  ...experience related to financial planning or wealth management. CFP, CFP candidate or PFS... 
    Work at office

    Financial Planner Recruiting, LLC

    Milwaukee, WI
    4 days ago
  •  ...highest use? Senior Wealth Manager - Annex...  ...clients through complex financial decisions, delivering advanced planning, and serving as a...  ..., mentor emerging advisors, and contribute to...  ...: Actively mentor Associate Wealth Managers to...  ...achievements in investment, tax, insurance, estate... 
    Tax
    Summer work
    Casual work

    Annex Wealth Management

    Brookfield, WI
    2 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program...  ...an integrated financial planning practice from the ground up....  ...Financial Representative or Advisor role upon graduation. #LI-Onsite...  ...contractors 1 for income tax purposes, and a "statutory employee... 
    Tax
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Elm Grove, WI
    1 day ago
  •  ...About Wealth Enhancement Wealth Enhancement is an independent...  ...our craft of personalized financial planning with our team-based Roundtable...  ...Vice President, Financial Advisor to join our team in Brookfield...  ...designation required (CFP, CPA, MBA, etc.) ~ Series 65 (... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    Brookfield, WI
    1 day ago
  • $50k

     ...Join a financial services firm where your contributions...  ...clients and 20,000 financial advisors across the U.S. and...  .... Edward Jones associates are seen, heard, respected...  ...adjust the branch business plan to increase branch effectiveness...  ...k retirement plan, and tax-advantaged accounts:... 
    Tax
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Waukesha, WI
    2 days ago
  • $45k - $100k

     ...applicants. Join a financial services firm...  ...20,000 financial advisors across the U.S. and...  ...partnership. Edward Jones associates are seen, heard,...  ..., building wealth, estate strategies...  ...the branch business plan to increase branch...  ...retirement plan, and tax-advantaged... 
    Tax
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Elm Grove, WI
    3 days ago
  • $100 per hour

     ...are shared on social media. Advisor Opportunity in Financial Planning Firm Job Posting May. 21,...  ...advisor that will utilize tax preparation, along with...  ...minimization and integrated wealth building to ensure client'...  ...PTIN, but Enrolled Agent, CPA and/or CFP completed or in... 
    Tax
    Full time
    Part time
    Work at office
    Remote work
    Relocation

    Wisconsin Society of Enrolled Agents

    Pewaukee, WI
    3 days ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual...  ...framework for building an integrated financial planning practice from the ground up. Our college...  ...independent contractors for income tax purposes and a statutory employee for Federal... 
    Tax
    Full time
    For contractors
    Internship
    Local area

    UNAVAILABLE

    Elm Grove, WI
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to CPA Associate Financial Advisor: Tax & Wealth Planning. Be the first to apply!