We are seeking a highly skilled Financial Planning and Tax Professional (CFP & CPA) to join our comprehensive wealth management firm. This role is for an exceptional strategist who can design and implement sophisticated financial and tax planning solutions for affluent individuals, families, and business owners.
At our firm, we help clients align their financial strategies with their personal values and goals . Our Financial Roadmap Experience ensures that every aspect of their financial lives is optimized, allowing them to focus on what matters most.
The Role
As a Financial Planner & Tax Advisor , you will be responsible for developing and presenting comprehensive, customized lifetime financial and tax strategies . You will meet with clients multiple times per year, delivering tailored recommendations that provide clarity, tax efficiency, and financial security .
Key Responsibilities
Who You Are
Why Join Us?
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