Wealth Advisor - CPA

Provision People Winter Park , FL 32789

Posted 1 week ago

Summary:

Our client provides investment management, trustee, and family office services to select high net worth families, trusts and related entities. They are currently seeking candidates with the following experience and skills to serve as a Wealth Advisor.Responsibilities:

  • Be involved in all aspects of the client's financial affairs including portfolio assets, financing, coordination of bill payment, acquisition and disposition of strategic assets, etc.- Maintain extensive contact with clients regarding tax, estate, legal structures, investment, trust, and philanthropic matters
  • Collaborate with peers and external client advisors
  • Review clients legal and financial documents to identify needed planning- Develop and oversee implementation of client projects
  • Organize and facilitate client meetings

Required Skills and Responsibilities:

  • 6+ years of experience with a strong technical background in either tax, estate or diverse wealth planning experience
  • Experience with general corporate, partnership, and limited liability entity planning- CPA, JD, LLM, or CFP designations and/or general business experience a plus
  • Experience in trust and estate planning and compliance
  • Ability to condense complex issues into succinct executive summaries
  • Comfort in preparing PowerPointslides and Excel spreadsheets for use with clients- Effective communication skills to collaborate with a clients complete advisory team- Self motivator to achieve timely implementation of agreed upon planning- Comfort prioritizing evolving needs of client projects
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Wealth Advisor - CPA

Provision People