Financial Advisor with Tax Prep Experience
WealthSpring - santa rosa, CA
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*About us:*WealthSpring is a fee-only Registered Investment Adviser firm that offers cutting edge financial planning and investment management services. As we expand our business and work with more sophisticated clientele, we are looking forward to soon adding additional services such as tax and legal. With offices in five locations in California, WealthSpring serves clients throughout the state and the nation.*What We Offer:** A competitive salary and benefits package.* Opportunities for professional growth and development.* Access to advanced training and mentorship in financial advising.* A supportive team environment that encourages innovation and continuous learning.* Chance to work with diverse clients and make a real impact on their financial wellbeing.* For the right CPA candidate, there is the potential for signing bonus as well as compensation for your existing book of business. Positions also available for existing staff.## Job OverviewWe are looking for a financial advisor to work out of our Santa Rosa office. This position is perfect for a CPA looking to expand their skillset and add financial planning and investment management services to their repertoire. Alternatively, it may be a good fit for a Financial Advisor looking to expand their service offering to their clients by adding tax capabilities. If you are an experienced CPA or financial advisor, we would love to have a conversation with you.## Responsibilities* Analyze clients' financial situations, understand their needs, and develop tailored financial strategies.* Guide clients towards a prosperous financial future by offering advice on investing, and retirement planning, and overall financial planning.* Maintain and update knowledge on a wide range of financial planning, strategies, products, and the overall financial services market.* Help clients understand the tax implications of their investments and financial plans.* Regularly review and adjust clients' portfolios based on life changes, economic changes, or financial performance.* Assist in preparation of tax returns for WealthSpring clients.## Qualifications* Bachelor's degree in Accounting, Finance, or a related field.* At least 2 years' experience in financial planning or tax preparation, 5 years preferred* Either curently possess, or be willing to get the following licenses/certifications:-Series 65, Investment Adviser Representative-Certified Financial Planner credential-Enrolled Agent or CPA (preferred)* The ability to work individually in an office, with a small local team, and virtually with the entire WealthSpring team in various locations.* Strong analytical, organizational, and research skills.* Exceptional interpersonal and communication skills.* High ethical standards and professionalism.* Clean compliance history.Job Type: Full-timePay: $80,000.00 - $120,000.00 per yearBenefits:* 401(k)* 401(k) matching* Dental insurance* Flexible schedule* Flexible spending account* Health insurance* Health savings account* Paid time off* Retirement plan* Vision insurancePhysical Setting:* OfficeExperience:* Financial planning: 2 years (Required)Ability to Commute:* Santa Rosa, CA 95403 (Required)Work Location: In person
Created: 2024-10-20