Wealth Management Associate - CPA

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