Financial Advisor, CFP Professional

Emploi pas sur LinkedIn

🕒 il y a 27 jours

🏄 California – Distant

🏄 California – Remote

💵 $85 000 - $100 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

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Tax Alchemy

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 2020

💸 Finance

🏠 Immobilier

🤝 B2B

Finance • Real Estate • B2B

Tax Alchemy est un cabinet de conseil et de stratégie fiscale qui enseigne aux propriétaires d'entreprises, entrepreneurs et investisseurs immobiliers comment réduire considérablement leurs impôts grâce à une planification avancée, conforme aux normes de l'IRS, et à une mise en œuvre pratique. L'entreprise se spécialise dans la structuration d'entités, la ségrégation des coûts, les stratégies de dépréciation, les échanges 1031, la planification de la retraite fiscalement avantageuse et l'analyse complète de la stratégie fiscale. Elle fournit un soutien continu à l'exécution, la déclaration fiscale pour les clients conseillés, et la formation pour les experts-comptables. Tax Alchemy cible les individus et les entreprises à hauts revenus avec des engagements de conseil à tarif fixe et garantit que les clients économiseront plus que le montant des honoraires payés.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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