Ready to move beyond traditional public accounting? Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $200,000 - $260,000 per year A bit about us: Our client is a nationally recognized independent wealth management and advisory firm serving high-net-worth individuals, families, business owners, and family offices. The firm provides integrated wealth management solutions that include investment management, financial planning, tax advisory, estate planning, and family office services. Known for its collaborative culture and commitment to delivering sophisticated advice, the organization has built a reputation for providing highly personalized solutions to complex financial situations. With continued growth across major markets, the firm is investing in talented professionals who are passionate about helping clients navigate increasingly complex tax and financial planning needs. Why join us? This is an opportunity to become part of a highly respected organization where tax professionals are viewed as strategic advisors and key contributors to client success-not simply return preparers. The firm offers exposure to complex and intellectually stimulating tax matters involving high-net-worth individuals, trusts, partnerships, closely held businesses, private foundations, and multi-generational wealth planning strategies. You will work alongside experienced wealth advisors, planners, and specialists in a collaborative environment that encourages professional growth and continuous learning. In addition to challenging and rewarding work, the firm offers: Competitive compensation package ($200,000 - $220,000) Annual bonus opportunity Comprehensive medical, dental, and vision coverage beginning on day one 401(k) plan with company match Flexible PTO policy Paid parental leave Financial support for advanced education and professional designations Commuter benefits Opportunities to participate in community and volunteer initiatives A culture that values collaboration, integrity, excellence, and professional development This is an ideal opportunity for an experienced tax professional seeking a sophisticated client base, meaningful client relationships, and a long-term career path within a growing national organization. Job Details The Senior Tax Manager / Tax Principal will play a critical role in delivering comprehensive tax compliance, planning, and advisory services to high-net-worth individuals and families. This position requires strong technical expertise, exceptional client service skills, and the ability to manage multiple complex engagements in a fast-paced environment. Based in New York City, this individual will work closely with clients and members of their broader wealth management teams to provide proactive tax guidance and strategic planning solutions. Key Responsibilities Prepare and review complex individual income tax returns, including multi-state filings Prepare and review gift, trust, partnership, corporate, and private foundation tax returns Develop quarterly tax projections, estimated tax calculations, and extension filings Assist high-net-worth clients with a variety of financial matters, including mortgage applications, insurance-related requests, required minimum distribution (RMD) analysis, and cash flow projections Respond to tax notices and support clients through tax audits and examinations Conduct tax research and provide recommendations regarding complex tax issues Prepare detailed and organized workpapers that support tax filings and planning strategies Manage foreign tax reporting and compliance requirements Participate in special projects, including forensic analyses related to matrimonial and other financial matters Collaborate with financial advisors, investment professionals, attorneys, and other members of clients' advisory teams Build and maintain trusted client relationships through exceptional service and responsiveness Qualifications CPA designation required Minimum of seven years of experience preparing and reviewing tax returns for high-net-worth individuals Strong experience with complex individual, trust, gift, partnership, corporate, and private foundation taxation Advanced technical tax knowledge and planning expertise Proficiency with CCH Axcess Tax, Income Tax Planner, tax research platforms, and Microsoft Office Suite Excellent analytical, organizational, and problem-solving abilities Strong verbal and written communication skills Ability to manage multiple priorities and meet deadlines in a fast-paced environment Proven commitment to client service excellence and attention to detail What Success Looks Like The ideal candidate combines deep technical tax expertise with a client-first mindset. They thrive in a collaborative environment, take ownership of their work, communicate effectively with clients and colleagues, and enjoy solving complex tax challenges for sophisticated high-net-worth individuals and families. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. 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10/13/2026
Full time
Ready to move beyond traditional public accounting? Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $200,000 - $260,000 per year A bit about us: Our client is a nationally recognized independent wealth management and advisory firm serving high-net-worth individuals, families, business owners, and family offices. The firm provides integrated wealth management solutions that include investment management, financial planning, tax advisory, estate planning, and family office services. Known for its collaborative culture and commitment to delivering sophisticated advice, the organization has built a reputation for providing highly personalized solutions to complex financial situations. With continued growth across major markets, the firm is investing in talented professionals who are passionate about helping clients navigate increasingly complex tax and financial planning needs. Why join us? This is an opportunity to become part of a highly respected organization where tax professionals are viewed as strategic advisors and key contributors to client success-not simply return preparers. The firm offers exposure to complex and intellectually stimulating tax matters involving high-net-worth individuals, trusts, partnerships, closely held businesses, private foundations, and multi-generational wealth planning strategies. You will work alongside experienced wealth advisors, planners, and specialists in a collaborative environment that encourages professional growth and continuous learning. In addition to challenging and rewarding work, the firm offers: Competitive compensation package ($200,000 - $220,000) Annual bonus opportunity Comprehensive medical, dental, and vision coverage beginning on day one 401(k) plan with company match Flexible PTO policy Paid parental leave Financial support for advanced education and professional designations Commuter benefits Opportunities to participate in community and volunteer initiatives A culture that values collaboration, integrity, excellence, and professional development This is an ideal opportunity for an experienced tax professional seeking a sophisticated client base, meaningful client relationships, and a long-term career path within a growing national organization. Job Details The Senior Tax Manager / Tax Principal will play a critical role in delivering comprehensive tax compliance, planning, and advisory services to high-net-worth individuals and families. This position requires strong technical expertise, exceptional client service skills, and the ability to manage multiple complex engagements in a fast-paced environment. Based in New York City, this individual will work closely with clients and members of their broader wealth management teams to provide proactive tax guidance and strategic planning solutions. Key Responsibilities Prepare and review complex individual income tax returns, including multi-state filings Prepare and review gift, trust, partnership, corporate, and private foundation tax returns Develop quarterly tax projections, estimated tax calculations, and extension filings Assist high-net-worth clients with a variety of financial matters, including mortgage applications, insurance-related requests, required minimum distribution (RMD) analysis, and cash flow projections Respond to tax notices and support clients through tax audits and examinations Conduct tax research and provide recommendations regarding complex tax issues Prepare detailed and organized workpapers that support tax filings and planning strategies Manage foreign tax reporting and compliance requirements Participate in special projects, including forensic analyses related to matrimonial and other financial matters Collaborate with financial advisors, investment professionals, attorneys, and other members of clients' advisory teams Build and maintain trusted client relationships through exceptional service and responsiveness Qualifications CPA designation required Minimum of seven years of experience preparing and reviewing tax returns for high-net-worth individuals Strong experience with complex individual, trust, gift, partnership, corporate, and private foundation taxation Advanced technical tax knowledge and planning expertise Proficiency with CCH Axcess Tax, Income Tax Planner, tax research platforms, and Microsoft Office Suite Excellent analytical, organizational, and problem-solving abilities Strong verbal and written communication skills Ability to manage multiple priorities and meet deadlines in a fast-paced environment Proven commitment to client service excellence and attention to detail What Success Looks Like The ideal candidate combines deep technical tax expertise with a client-first mindset. They thrive in a collaborative environment, take ownership of their work, communicate effectively with clients and colleagues, and enjoy solving complex tax challenges for sophisticated high-net-worth individuals and families. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
This job posting is anticipated to remain open for 30 days, from 13-Oct-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Team Overview: Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones Generations team could be the right opportunity for you! The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. What You Will Do: The Senior Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and is required to achieve the client's objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth team and other internal home office subject matter experts (i.e.- tax, estate, investment management, business owner, executive compensation, insurance) and external subject matter experts to deliver a personalized holistic financial plan with tax and legal advice (via external relationships). Additional Responsibilities include: Partner with Financial Advisors and lead the team of Home Office and third-party experts to deliver an end-to-end HNW client experience by partnering within and outside of the organization. Includes but not limited to engaging in client goal discovery, formulating financial planning recommendations, act as fiduciary to the client's financial plan. Develop and execute HNW team objectives, accountability measures and drive team performance (feedback, training & coaching) in support of department and firm objectives. Held accountable for business performance and client and branch experience measures. Lead the strategy and guidance for presentations to be delivered through multiple communication and/or presentation venues and channels; must be able to deliver customized solutions and plans by explaining and coaching on complex concepts in an understandable and actionable manner to home-office associates, branches, and clients. Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs. Act as a resource and drive, where appropriate, firm strategy, knowledge and interpretation of rules, and potential rule changes as it relates to area of expertise and translates to strategic initiatives within various business areas. Perform as a subject matter expert on the most advanced and ever evolving topics including tools or client solutions to our branches through the various channels available within the department such as webinars and field-based training meetings. This may also include providing expertise for content development and acting as a subject matter expert for formal training programs lead by the training division. Provide strategic thought, people leadership and an ability to execute. The candidate in this role achieves success by leading his/her own team and through others, cultivating a top-quality team of EJ working as "one team" with matrixed counterparts to deliver value to stakeholders. 'Responsible for direct and matrixed leadership of Edward Jones high net worth cross functional team. Expert understanding of financial planning topics - goals planning, income planning, estate and tax planning, protection, etc. Proficiency using financial planning software or tools and interpreting results. Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects via strong financial planning guidance and support new business opportunities and deliver on established growth metrics. What Experience You Need: Certified Financial Planner (CFP) designation required Bachelor's degree in business, Finance, Accounting or Law required 10+ years of industry specific experience required Series 7, 66 licenses required within 6 months of hire Insurance license required 6 months of hire. Travel required up to 20% This role requires candidates to work from our Dallas, TX hub What Could Set You Apart: Series 24 license Advanced degree; CPA, JD, CFA or additional financial planning certification. Candidates that live within a commutable distance from our Tempe, AZ, St. Louis, MO home office locations, and/or that work within a Talent Capability and Generations Hub are expected to work in the office four days per week. Any changes in strategic direction will be determined by the General Partner responsible for the business segment. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .
10/12/2026
Full time
This job posting is anticipated to remain open for 30 days, from 13-Oct-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Team Overview: Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones Generations team could be the right opportunity for you! The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. What You Will Do: The Senior Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and is required to achieve the client's objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth team and other internal home office subject matter experts (i.e.- tax, estate, investment management, business owner, executive compensation, insurance) and external subject matter experts to deliver a personalized holistic financial plan with tax and legal advice (via external relationships). Additional Responsibilities include: Partner with Financial Advisors and lead the team of Home Office and third-party experts to deliver an end-to-end HNW client experience by partnering within and outside of the organization. Includes but not limited to engaging in client goal discovery, formulating financial planning recommendations, act as fiduciary to the client's financial plan. Develop and execute HNW team objectives, accountability measures and drive team performance (feedback, training & coaching) in support of department and firm objectives. Held accountable for business performance and client and branch experience measures. Lead the strategy and guidance for presentations to be delivered through multiple communication and/or presentation venues and channels; must be able to deliver customized solutions and plans by explaining and coaching on complex concepts in an understandable and actionable manner to home-office associates, branches, and clients. Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs. Act as a resource and drive, where appropriate, firm strategy, knowledge and interpretation of rules, and potential rule changes as it relates to area of expertise and translates to strategic initiatives within various business areas. Perform as a subject matter expert on the most advanced and ever evolving topics including tools or client solutions to our branches through the various channels available within the department such as webinars and field-based training meetings. This may also include providing expertise for content development and acting as a subject matter expert for formal training programs lead by the training division. Provide strategic thought, people leadership and an ability to execute. The candidate in this role achieves success by leading his/her own team and through others, cultivating a top-quality team of EJ working as "one team" with matrixed counterparts to deliver value to stakeholders. 'Responsible for direct and matrixed leadership of Edward Jones high net worth cross functional team. Expert understanding of financial planning topics - goals planning, income planning, estate and tax planning, protection, etc. Proficiency using financial planning software or tools and interpreting results. Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects via strong financial planning guidance and support new business opportunities and deliver on established growth metrics. What Experience You Need: Certified Financial Planner (CFP) designation required Bachelor's degree in business, Finance, Accounting or Law required 10+ years of industry specific experience required Series 7, 66 licenses required within 6 months of hire Insurance license required 6 months of hire. Travel required up to 20% This role requires candidates to work from our Dallas, TX hub What Could Set You Apart: Series 24 license Advanced degree; CPA, JD, CFA or additional financial planning certification. Candidates that live within a commutable distance from our Tempe, AZ, St. Louis, MO home office locations, and/or that work within a Talent Capability and Generations Hub are expected to work in the office four days per week. Any changes in strategic direction will be determined by the General Partner responsible for the business segment. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .
This Jobot Job is hosted by: Dawit Demoz Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $120,000 - $200,000 per year A bit about us: A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team. This is an excellent opportunity for a motivated and client-focused financial professional who's looking for a clear path to career advancement and long-term client relationships. Since 1998, the firm has built a reputation for excellence, industry leadership, and community involvement. With a collaborative, team-driven culture and a strong referral network, the firm supports professionals who are passionate about helping clients achieve their financial goals. Why join us? Competitive compensation and comprehensive benefits package Collaborative and growth-oriented work environment Strong referral channels and business development support Opportunities for advancement into a lead advisor role Job Details Who You Are A dedicated financial professional focused on delivering exceptional client service Thrive in a team-based environment and value long-term relationship building Organized, proactive, and solution-oriented Motivated to grow within a supportive and dynamic firm Key Responsibilities Support and manage client relationships in partnership with senior advisors Cultivate new business through networking, prospecting, and referral networks Conduct client meetings and develop personalized financial strategies Stay current with market trends and proactively recommend solutions Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning Qualifications Minimum 5 years of experience in wealth management or financial planning Proven ability to develop business and expand client networks Strong interpersonal and communication skills Bachelor's degree from an accredited institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP designation strongly preferred or willingness to obtain within a designated timeframe Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
10/10/2026
Full time
This Jobot Job is hosted by: Dawit Demoz Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $120,000 - $200,000 per year A bit about us: A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team. This is an excellent opportunity for a motivated and client-focused financial professional who's looking for a clear path to career advancement and long-term client relationships. Since 1998, the firm has built a reputation for excellence, industry leadership, and community involvement. With a collaborative, team-driven culture and a strong referral network, the firm supports professionals who are passionate about helping clients achieve their financial goals. Why join us? Competitive compensation and comprehensive benefits package Collaborative and growth-oriented work environment Strong referral channels and business development support Opportunities for advancement into a lead advisor role Job Details Who You Are A dedicated financial professional focused on delivering exceptional client service Thrive in a team-based environment and value long-term relationship building Organized, proactive, and solution-oriented Motivated to grow within a supportive and dynamic firm Key Responsibilities Support and manage client relationships in partnership with senior advisors Cultivate new business through networking, prospecting, and referral networks Conduct client meetings and develop personalized financial strategies Stay current with market trends and proactively recommend solutions Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning Qualifications Minimum 5 years of experience in wealth management or financial planning Proven ability to develop business and expand client networks Strong interpersonal and communication skills Bachelor's degree from an accredited institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP designation strongly preferred or willingness to obtain within a designated timeframe Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth client advising judgment and decision-making certified financial planner (cfp) Certified Financial Advisor (CFA) About micro1 micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters. Key Responsibilities: Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs. Communicate complex financial concepts in a client-centric, easily understandable way. Utilize strong judgment to balance immediate financial needs with long-term planning considerations. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients. Proven ability to build trust and rapport with high-net-worth or mass affluent clients. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps. Exceptional judgment and decision-making capability in high-impact client scenarios. CFP, CFA, or equivalent credential required. Preferred Qualifications: Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-assisted financial planning tools or processes (helpful but not required). Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions-through your expert input, judgment, and real-world experience.
07/28/2026
Full time
Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth client advising judgment and decision-making certified financial planner (cfp) Certified Financial Advisor (CFA) About micro1 micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters. Key Responsibilities: Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs. Communicate complex financial concepts in a client-centric, easily understandable way. Utilize strong judgment to balance immediate financial needs with long-term planning considerations. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients. Proven ability to build trust and rapport with high-net-worth or mass affluent clients. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps. Exceptional judgment and decision-making capability in high-impact client scenarios. CFP, CFA, or equivalent credential required. Preferred Qualifications: Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-assisted financial planning tools or processes (helpful but not required). Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions-through your expert input, judgment, and real-world experience.
Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth client advising judgment and decision-making certified financial planner (cfp) Certified Financial Advisor (CFA) About micro1 micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters. Key Responsibilities: Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs. Communicate complex financial concepts in a client-centric, easily understandable way. Utilize strong judgment to balance immediate financial needs with long-term planning considerations. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients. Proven ability to build trust and rapport with high-net-worth or mass affluent clients. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps. Exceptional judgment and decision-making capability in high-impact client scenarios. CFP, CFA, or equivalent credential required. Preferred Qualifications: Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-assisted financial planning tools or processes (helpful but not required). Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions-through your expert input, judgment, and real-world experience.
07/28/2026
Full time
Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth client advising judgment and decision-making certified financial planner (cfp) Certified Financial Advisor (CFA) About micro1 micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters. Key Responsibilities: Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs. Communicate complex financial concepts in a client-centric, easily understandable way. Utilize strong judgment to balance immediate financial needs with long-term planning considerations. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients. Proven ability to build trust and rapport with high-net-worth or mass affluent clients. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps. Exceptional judgment and decision-making capability in high-impact client scenarios. CFP, CFA, or equivalent credential required. Preferred Qualifications: Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-assisted financial planning tools or processes (helpful but not required). Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions-through your expert input, judgment, and real-world experience.
Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth client advising judgment and decision-making certified financial planner (cfp) Certified Financial Advisor (CFA) About micro1 micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters. Key Responsibilities: Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs. Communicate complex financial concepts in a client-centric, easily understandable way. Utilize strong judgment to balance immediate financial needs with long-term planning considerations. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients. Proven ability to build trust and rapport with high-net-worth or mass affluent clients. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps. Exceptional judgment and decision-making capability in high-impact client scenarios. CFP, CFA, or equivalent credential required. Preferred Qualifications: Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-assisted financial planning tools or processes (helpful but not required). Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions-through your expert input, judgment, and real-world experience.
07/28/2026
Full time
Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth client advising judgment and decision-making certified financial planner (cfp) Certified Financial Advisor (CFA) About micro1 micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters. Key Responsibilities: Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs. Communicate complex financial concepts in a client-centric, easily understandable way. Utilize strong judgment to balance immediate financial needs with long-term planning considerations. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients. Proven ability to build trust and rapport with high-net-worth or mass affluent clients. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps. Exceptional judgment and decision-making capability in high-impact client scenarios. CFP, CFA, or equivalent credential required. Preferred Qualifications: Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-assisted financial planning tools or processes (helpful but not required). Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions-through your expert input, judgment, and real-world experience.
