
11 - 50 employees
Founded 2002
💸 Finance
💼 Consulting
Finance • Consulting
Confidence Wealth Management is a fiduciary boutique wealth management firm that builds integrated financial plans for individuals, families, and business owners. They focus on coordinating investment management with tax planning, estate planning, asset protection, and business-owner strategies (including exit planning) to identify planning gaps and align wealth with long-term goals. The firm emphasizes a multi-disciplinary, multi-advisor team approach, coordinates with external CPAs and estate attorneys when specialized advice is needed, and does not provide legal advice. Services highlighted include investment planning and management, tax planning coordination, estate planning coordination, asset protection, beneficial business structures for owners, and specialized business-exit financial planning.
Selected: 🆕 Date Added.
🕒 August 11
Client operations associate supporting Confidence Wealth Management, a fiduciary firm integrating investment, tax, and estate planning. Managing paperwork, onboarding, underwriting, Salesforce data, and client-service workflows remotely.
🇺🇸 United States – Remote
💵 $70k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🚫👨🎓 No degree required
👻 Ghost score 4%
🕒 August 4
Full-charge bookkeeper managing daily accounting for Confidence Wealth Management. Maintaining reconciled books, payroll, payables, receivables, monthly close, and financial reporting.
🕒 July 28
CPA Tax Planner & Strategist responsible for tax planning and compliance for high-net-worth individuals and families. Collaborating with wealth advisors and implementing integrated tax strategies.