Accounting Career Consultants - St. Louis, MO

posted 4 months ago

Full-time
St. Louis, MO

About the position

This position offers a unique opportunity for a CPA with a strong background in tax planning and strategy to join a high-performing Wealth Management team. As an Advisor, you will provide top-tier consultative services to a well-established clientele, focusing on family and business wealth management planning. The role does not require previous wealth management experience, but a solid foundation in tax planning is essential. You will work closely with the Partnership group and Senior Advisors to learn and understand all aspects of the team's business, participating in meetings from the initial prospect stage through to client action plan implementation and review. Your primary responsibility will be to build and develop lasting relationships with the firm's clients, acting as their trusted advisor on a variety of issues including investment strategies, retirement planning, tax planning and strategies, education savings, estate planning, and more. Your CPA credentials and tax experience will be invaluable in rounding out the team's expertise, allowing you to serve clients effectively and with confidence. This role is ideal for someone who is eager to serve at a very high level and is committed to providing exceptional client service.

Responsibilities

  • Work with the Partnership group and Senior Advisors to learn and understand all aspects of the team business related to wealth management planning.
  • Participate in meetings from initial prospect to client action plan implementation and review.
  • Build and develop lasting relationships with clients, acting as their trusted advisor.
  • Advise clients on investment strategies, retirement planning, tax planning and strategies, education savings, estate planning, and more.
  • Utilize CPA credentials and tax experience to enhance the team's expertise.

Requirements

  • Bachelor's degree in Accounting, Finance, or equivalent.
  • CPA with tax experience preferred.
  • 4-5 years of experience working as a client service advisor in some capacity.
  • Excellent team player comfortable working in a client-facing role.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service