Wealth Management Associate

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, Portfolio 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 #J-18808-Ljbffr W3Global