Tax & Wealth Solutions Wholesaler

Job not on LinkedIn

🔥 2 hours ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 13%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Exemplar Companies, PBC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2005

💼 Consulting

📋 Compliance

💸 Finance

Consulting • Compliance • Finance

<Exemplar Companies, PBC> Exemplar Companies, PBC is a holistically integrated professional knowledge firm that provides legal, tax & accounting, compliance, strategy, capital raising, and wealth management services to startups, growth-stage companies, and impact-driven organizations. The firm emphasizes a relationship-first, value-based pricing model (no hourly billing) and a cross-disciplinary “one team” approach, offering coordinated advisory across law, finance, compliance, and strategy through programs like its Flexpertise subscription for scaling companies.

📋 Description

• Develop and execute a territory/business development plan focused on tax-efficient wealth and investment solutions • Build relationships with CPAs, tax advisors, financial advisors, RIAs, broker-dealers, family offices, and other professional referral sources • Identify opportunities where investment, wealth management, insurance, and tax strategies can work together • Educate advisors and professional partners on available investment offerings and tax-related considerations • Develop relationships with business owners, entrepreneurs, executives, and high-net-worth individuals through professional referral networks • Conduct advisor meetings, presentations, educational events, and networking opportunities • Identify new opportunities involving alternative investments, private placements, tax-advantaged strategies, and wealth planning • Work closely with Exemplar's tax, wealth, insurance, legal, and business advisory professionals to identify cross-disciplinary opportunities • Provide market, investment, and tax-planning insights within applicable regulatory and compliance guidelines • Maintain accurate CRM activity, pipeline, and relationship records • Represent Exemplar at industry conferences, CPA events, wealth management events, and other professional networking opportunities • Help expand Exemplar's network of advisors and professional referral partners

🎯 Requirements

• FINRA Series 7 and Series 63 licenses required • Bachelor's degree in Finance, Business, Accounting, Tax, Marketing, or related field preferred • 5+ years of experience in investment sales, financial services, wealth management, wholesaling, tax-focused financial services, or business development • Strong understanding of tax-efficient investing, alternative investments, private placements, wealth planning, or related strategies • Experience working with CPAs, tax professionals, financial advisors, RIAs, broker-dealers, or other professional referral networks strongly preferred • Understanding of how tax considerations impact business owners, executives, entrepreneurs, and high-net-worth individuals • Demonstrated success building relationships and generating new business • Strong communication, presentation, negotiation, and relationship-management skills • Entrepreneurial mindset with the ability to develop and manage a book of business • Ability to travel for advisor meetings, conferences, and networking events as needed • Existing relationships with CPAs, financial advisors, RIAs, or other professional referral sources highly desirable

🏖️ Benefits

• Entrepreneurial 1099 partnership opportunity with flexibility and autonomy • Access to Exemplar's multidisciplinary platform across tax, wealth, insurance, legal, and business advisory • Ability to collaborate with experienced tax and wealth professionals • Operational, marketing, and leadership support designed to help grow your business • Access to a national professional network and cross-referral opportunities • Flexible remote work environment • Opportunity to build a business focused on helping advisors and their clients address tax, wealth, and investment needs holistically