Associate Wealth Advisor

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Senior Accountant - Hybrid Role American Foundry Society Schaumburg, Illinois Chief Financial Officer Highline Electric Association Holyoke, Colorado Associate Wealth Advisor Griffin Black, LLC Redwood City, California Chief Financial Officer Ursuline Academy of Dallas Dallas, Texas Vice President, Finance and Business Operations and Chief Financial Officer Youngstown State University Youngstown, Ohio NEW! NEW! Senior Accountant American Bankers Association D.C. NEW! NEW! Chief Financial Officer Valley Electric Association, Inc. Pahrump, Nevada NEW! NEW! Accountant Valley Electric Association, Inc. Pahrump, Nevada NEW! NEW! Staff Accountant - Business Office Ashland University Ashland, Ohio NEW! NEW! Systems Analyst I - 530023 University of Alabama, Tuscaloosa Tuscaloosa, Alabama NEW! NEW! Specialist II, Financial Aid Tarrant County College Trinity River Campus, Texas NEW! NEW! Facility Inpatient Surgical and Claims Edit Auditor Cedars Sinai Los Angeles, California NEW! NEW! Assistant Dean of Budget and Entrepreneurial Opportunities Stony Brook University Stony Brook, New York EXECUTIVE ASSISTANT TO THE SYSTEMWIDE CONTROLLER University of California Office of the President Oakland, California Chief Financial Officer (Exempt) Benefis Health System Great Falls, Montana Associate Controller College of the Holy Cross Worcester, Massachusetts Accountant II UNC Health Chapel Hill, North Carolina Budget and Operations Manager Northeastern University Boston, Massachusetts Accountant I, Student Accounts (OneCard) - Worcester State University Worcester State University Worcester, Massachusetts Executive Senior Associate Athletic Director/Chief Financial Officer The University of North Carolina at Charlotte Charlotte, North Carolina Director of Financial Aid Bank Street College of Education New York, New York Accountant Lead - Accounting CHRISTUS Health Irving, Texas Financial Advisor Berman McAleer Timonium, Maryland {"22444753":{"jobPath":"/jobs/22444753/accountant-lead-accounting","source":"naylor","job":"22444753","jobTitle":"Accountant Lead - Accounting"},"22445507":{"jobPath":"/jobs/22445507/director-of-financial-aid","source":"naylor","job":"22445507","jobTitle":"Director of Financial Aid"},"22431143":{"jobPath":"/jobs/22431143/auditor-cpa-preferred","source":"naylor","job":"22431143","jobTitle":"Auditor - CPA Preferred"},"22434495":{"jobPath":"/jobs/22434495/associate-wealth-advisor","source":"naylor","job":"22434495","jobTitle":"Associate Wealth Advisor"},"22451295":{"jobPath":"/jobs/22451295/staff-accountant-business-office","source":"naylor","job":"22451295","jobTitle":"Staff Accountant - Business Office"},"22431776":{"jobPath":"/jobs/22431776/chief-financial-officer","source":"naylor","job":"22431776","jobTitle":"Chief Financial Officer"},"22405454":{"jobPath":"/jobs/22405454/chief-financial-officer","source":"naylor","job":"22405454","jobTitle":"Chief Financial Officer"},"22452235":{"jobPath":"/jobs/22452235/vice-president-finance-and-business-operations-and-chief-financial-officer","source":"naylor","job":"22452235","jobTitle":"Vice President, Finance and Business Operations and Chief Financial Officer"},"22451985":{"jobPath":"/jobs/22451985/chief-financial-officer","source":"naylor","job":"22451985","jobTitle":"Chief Financial Officer"},"22449392":{"jobPath":"/jobs/22449392/systems-analyst-i-530023","source":"naylor","job":"22449392","jobTitle":"Systems Analyst I - 530023"},"22451986":{"jobPath":"/jobs/22451986/accountant","source":"naylor","job":"22451986","jobTitle":"Accountant"},"22448621":{"jobPath":"/jobs/22448621/budget-and-operations-manager","source":"naylor","job":"22448621","jobTitle":"Budget and Operations Manager"},"22446289":{"jobPath":"/jobs/22446289/accountant-i-student-accounts-onecard-worcester-state-university","source":"naylor","job":"22446289","jobTitle":"Accountant I, Student Accounts (OneCard) - Worcester State University"},"22445893":{"jobPath":"/jobs/22445893/financial-advisor","source":"naylor","job":"22445893","jobTitle":"Financial Advisor"},"22431637":{"jobPath":"/jobs/22431637/senior-accountant-hybrid-role","source":"naylor","job":"22431637","jobTitle":"Senior Accountant - Hybrid Role"},"22449433":{"jobPath":"/jobs/22449433/specialist-ii-financial-aid","source":"naylor","job":"22449433","jobTitle":"Specialist II, Financial Aid"},"22449994":{"jobPath":"/jobs/22449994/facility-inpatient-surgical-and-claims-edit-auditor","source":"naylor","job":"22449994","jobTitle":"Facility Inpatient Surgical and Claims Edit Auditor"},"22446428":{"jobPath":"/jobs/22446428/chief-financial-officer-exempt","source":"naylor","job":"22446428","jobTitle":"Chief Financial Officer (Exempt)"},"22446648":{"jobPath":"/jobs/22446648/accountant-ii","source":"naylor","job":"22446648","jobTitle":"Accountant II"},"22431669":{"jobPath":"/jobs/22431669/associate-wealth-advisor","source":"naylor","job":"22431669","jobTitle":"Associate Wealth Advisor"},"22446992":{"jobPath":"/jobs/22446992/assistant-dean-of-budget-and-entrepreneurial-opportunities","source":"naylor","job":"22446992","jobTitle":"Assistant Dean of Budget and Entrepreneurial Opportunities"},"22448414":{"jobPath":"/jobs/22448414/associate-controller","source":"naylor","job":"22448414","jobTitle":"Associate Controller"},"22451936":{"jobPath":"/jobs/22451936/senior-accountant","source":"naylor","job":"22451936","jobTitle":"Senior Accountant"},"22448374":{"jobPath":"/jobs/22448374/executive-senior-associate-athletic-director-chief-financial-officer","source":"naylor","job":"22448374","jobTitle":"Executive Senior Associate Athletic Director/Chief Financial Officer"},"22448431":{"jobPath":"/jobs/22448431/executive-assistant-to-the-systemwide-controller","source":"naylor","job":"22448431","jobTitle":"EXECUTIVE ASSISTANT TO THE SYSTEMWIDE CONTROLLER"}} Load More Loading... Please wait. Expand Show Other Jobs Job Saved Save Job Associate Wealth Advisor ShankerValleau Wealth Advisors, Inc. Facebook X LinkedIn Share Application Captcha / Bot Check: Copy from here to here Click to hear these letters. What is this? The application opened in a new tab. You may close this popup. By using this feature you agree to our Terms and Conditions and Privacy Policy. Details Posted: 17-Jul-26 Location: Skokie, Illinois Type: Full Time Categories: Finance Financial Planner Sector: Wealth Management Required Education: 4 Year Degree Are you looking for a rewarding mid-career change to financial planning? ShankerValleau might be the firm for you! For more than 30 years, our CPA-centric, boutique wealth advisory firm has worked with families across the country - preparing tax returns and guiding them through all aspects of their financial lives. Best of all, we have a successful track record of transitioning CPAs and accounting professionals into financial planners. This role is an opportunity to apply your accounting and finance expertise to make a meaningful difference for individuals and families. A successful candidate must have a demonstrated interest in the wealth advisory field and a desire to learn. Job Summary: ShankerValleau is seeking an associate wealth advisor to join our growing wealth team of CFP® and CPA professionals providing comprehensive wealth advisory services. The ideal candidate for this position will have extensive accounting or finance experience and be interested in learning all aspects of the wealth advisory process. The position includes assisting with financial planning and tax returns, as well as assisting with client service to develop a broad wealth advisory foundation. Initial Responsibilities And Activities: Assist our team of wealth advisors with client meetings. Construct personal net worth and cash flow statements. Build and monitor financial plans. Prepare tax projections and assist with tax return preparation. Build strong client relationships through effective and timely communication. Provide back-office support to our Client Services Associate, refine and develop internal workflows, and assist with our office technology stack. Systems include UltraTax, SalesForce, Orion, and eMoney. Knowledge, Skills, And Abilities: B.A. or B.S. degree from an accredited four-year university, Experience in accounting or finance, Exceptional accuracy and attention to detail, Ready to work towards CFP® designation, CPA designation is a plus, Desire to learn (and continue learning). Create a Job Match for Similar Jobs About ShankerValleau Wealth Advisors, Inc. ShankerValleau is a boutique wealth advisory firm. For more than 30 years, our CPA-centric, boutique wealth advisory firm has worked with families across the country - preparing tax returns and guiding them through all aspects of their financial lives. Our clients are performers, artists, lawyers, professors, and everything in between. We work together as a team to solve each client’s unique set of financial needs. No two days are the same in our office. When building our team, we look for a fast learner with an interest in personal finance and a passion for serving clients. Connections working at ShankerValleau Wealth Advisors, Inc. Loading. Please wait. Error Powered By You do not have JavaScript Enabled on this browser. Please enable it in order to use the full functionality of our website. #J-18808-Ljbffr