|Title:||Tax transitioning to Financial Planner/Advisor|
|Job Location:||New York City, New York - United States|
|Salary:||contact recruiter for details|
|Other Compensation:||bonus eligible|
|Employer Will Recruit From:||Local|
Great opportunity for a tax professional to join a prestigious, award-winning financial advisory firm and achieve better work-life balance in financial planning role. Firm has top credentials and offers an excellent benefits program.
Requires: 2-6 years of experience in public or private accounting and the desire to move into a financial planner/wealth planning solutions role.
A respected, growing wealth management firm seeks a tax professional who has assisted clients in reducing tax liability to transition their career into wealth management and work closely with clients to grow their wealth. Your focus will be heavily on investment strategies, such as the stock market, money market accounts and retirement planning, while maintaining a strong interest in budgeting, savings, insurance and estate planning.
As a Financial Planner you will review clients’ current financial standing, and based on their financial goals, develop an investment and financial plan to help them accumulate wealth. This career provides a more attractive work/life balance with no frenetic busy season and compliance duties.
This is a unique opportunity to use your analytical skills to move into a challenging and satisfying career that offers a more integrated and holistic relationship with clients. And you will learn from highly respected, recognized leaders in the field.
The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and demonstrate the highest ethical and professional standards.
Responsibilities of the Tax/Financial & Wealth Planner:
Qualifications of the Tax/Financial & Wealth Planner:
Compensation & Benefits: Salary & incentive; comprehensive benefits program including health insurance, 401(k), profit-sharing, tuition reimbursement in financial planning, related licensing fees.
University - Bachelor's Degree/3-4 Year Degree