Wealth Advisor

Buffalo, NY • Boca Raton, FL • San Antonio, TX • Houston, TX • Boulder, CO Remote Available

Full-time $95,000.00 - $140,000.00

Posted 11/20/2024

Job Title: Wealth Advisor
Job Location: Remote in EST/CST/MST
Job Salary: $95k - $140k
Requirements: Active CPA license, Must have 4-7+ Years of Public Accounting Experience/Wealth Management Experience

We a Top CPA Firm looking to grow our Wealth Management Practice. With about 100 employees, we have a diverse set of clients ranging from HNWIs and their multi-million dollar businesses and traditional clientele with small to mid sized businesses. We take a holistic approach to financial advising - implementing tax planning and saving strategies.

This is not a traditional public accounting role with strenuous hours and minimal work/life balance.

Due to continuous growth, we are looking to add a Wealth Advisor (this is a Tax Senior/Manager level person) to help lead the team!

Requirements include having an Active CPA, EA, or JD, having 5-6+ Years of Public Accounting/Wealth Management Experience, and having shown solid tenure in their past roles. In return, we are offering a competitive salary ($95k - $140k+), Full Benefits (including Health, Dental, Vision, 401k Match, etc.), Discretionary Bonuses, Generous PTO, and Paid Holidays. Please apply today or send an email with a copy of your latest resume to gordon.dia@cybercoders.com!

What You Need for this Position

Required:

Active CPA, EA or JD
High Net Worth Focused
At least 5-6+ years of Public Accounting Experience
Has shown solid tenure in past roles

Benefits

Salary: $95k - $140k+

Medical/Dental/Vision
401k Match
Bonus: 10% to 15% of Salary
Future Equity
PTO: 18 to 25 PTO Days
12 Paid Holidays

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Gordon Dia is recruiting for this position and the positions below.
Email me to apply for this position

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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 11/20/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.