Financial Advisor, CFP Professional

Vaga não está no LinkedIn

🕒 Maio 14

🏄 California – Remoto

🏄 California – Remote

💵 $85.000 - $100.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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Tax Alchemy

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2020

💸 Finanças

🏠 Imobiliário

🤝 B2B

Finance • Real Estate • B2B

A Tax Alchemy é uma firma de estratégia tributária e consultoria que ensina empresários, empreendedores e investidores imobiliários a reduzirem significativamente suas contas de impostos por meio de planejamento avançado, em conformidade com o IRS, e implementação prática. A empresa é especializada em estruturação de entidades, segregação de custos, estratégias de depreciação, trocas 1031, planejamento de aposentadoria com vantagens fiscais, e análise abrangente de estratégias tributárias. Além disso, oferece suporte contínuo à execução, serviços de declaração de impostos para clientes consultivos e treinamento para contadores. A Tax Alchemy atende indivíduos e empresas de alta renda com acordos de consultoria a preços fixos e garante que os clientes economizarão mais do que a taxa paga.

Descrição

• Serve as the trusted lead advisor for up to approximately 120 HNW client households • Deliver clear, prioritized financial guidance, leading all client-facing engagements • Ensure every client feels informed, supported, and confident in their financial direction • Interpret and refine planning outputs generated within the firm's structured planning system • Deliver prioritized, actionable financial guidance across various financial domains • Communicate complex strategies in a manner that is clear and meaningful to each client • Collaborate closely with the Financial Planning Associate and Investment Operations Associate • Maintain accountability for overall client experience • Participate in firm initiatives, process improvements, and team development as appropriate

🎯 Requisitos

• Active Series 65/66 or equivalent advisory license • 3+ years of client-facing financial planning & advisory experience • All licenses and designations must be valid and in good standing • Strong technical knowledge across investments, tax-aware planning, retirement, risk management, and estate fundamentals • Demonstrated ability to manage client relationships independently and with confidence • CFP® designation (or actively in progress) preferred • Experience working within a team-based or pod advisory model preferred • Familiarity with structured financial planning systems and client engagement cadences preferred • Track record of strong client retention and satisfaction preferred • Exceptional verbal and written communication skills • High emotional intelligence and genuine care for client wellbeing • Strong organizational discipline and ability to manage a large, active client book • Proactive, ownership-driven mindset with a bias toward follow-through • Collaborative team player who operates effectively within a structured pod model • Discretion and professionalism in handling sensitive financial and personal client matters • Comfortable operating in a high-accountability, results-oriented environment

🏖️ Benefícios

• Work from home • Medical, dental, vision, life and voluntary life insurance • 401(k) with company match • Paid vacation and sick days • Paid holidays • Potential for bonus of up to 20% of base compensation annually, tied to client outcomes and relationship metrics • Unlimited upside through AUM-based and insurance revenue participation - compensation scales directly with client outcomes, relationships longevity, and overall firm growth