About Us We are a boutique tax strategy and wealth management firm specializing in comprehensive, high-touch financial planning for high-income entrepreneurs. Our clients depend on us for meticulous, ongoing guidance across tax optimization, cash flow management, entity structuring, and legal strategy. We differentiate ourselves by performing all discovery and planning work internally, engaging best-in-class external partners only for specialized execution in tax strategy, investments, and insurance. We are a small, high-performing team united by a singular focus: delivering exceptional outcomes for our clients. We operate in a fully remote environment that rewards discipline, collaboration, and results.
The Opportunity We are seeking a seasoned advisor and planner ready to own complex, high-stakes client relationships from strategy through execution. In this role, you will lead the development and ongoing management of integrated financial plans, delivering sophisticated recommendations across tax, legal, investments, insurance, cash flow, and private investments and real estate. You thrive in an environment where no two client situations are alike, and you take pride in leaving no detail unaddressed. You are a proactive problem-solver, a natural project manager, and a trusted advisor who understands that the work isn't done until the client is truly taken care of. This is a high-autonomy, fully remote role with a focused book of no more than 30 client relationships.
Key Responsibilities - Partner with clients to analyze, research, and implement solutions in their individual financial situations; in partnership with a Senior Advisor on as needed basis
- Leads strategic development of financial plans; continuously monitor clients' financial situations with detail and accuracy, with the ability to see the entire strategic financial picture
- Collaborate with client's other professionals i.e., attorney's and CPA's and any other external sources
- Demonstrate excellent people skills by being confident in the delivery of advice to clients via conference call or face-to-face meetings
- Focus entirely on the client experience to keep clients through and beyond consulting cycle, always looking for more opportunities to deepen the relationship
- Maintain high ethical standards and confidentiality at all times
- Prepare, coordinate, and follow through on any needed communication with new or existing clients
- Partner with Associate Advisor as available or needed on client work
- Use CRM to manage client workflow and document client activity
- Continue to help build infrastructure within the firm through team meetings - workflows, instructions, etc.
- Maintain and continue to build internal software effectiveness
- Track Client Referrals - input referrals into CRM as prospects and set follow up for appropriate party
Qualifications - Bachelor's degree required, preferably in business, accounting, finance, economics
- Advanced degree or additional certifications highly desired (CFP, CFA, MBA, ChFC, CPA, JD)
- Experience working with ultra-high income or net-worth entrepreneurs and business owners highly preferred
- Ability to manage complex client projects, with a thoughtful and diligent process
- Excellent knowledge of regulations, financial planning and investment management
- Advanced level proficiency in Microsoft Office
- Familiarity with eMoney, Advisor Engine aka: Junxure, Orion, Holistiplan or similar softwares preferred
- Experience working with Schwab as custodian preferred
- Strong verbal and written communication skills
- Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
About Us We are a boutique tax strategy and wealth management firm specializing in comprehensive, high-touch financial planning for high-income entrepreneurs. Our clients depend on us for meticulous, ongoing guidance across tax optimization, cash flow management, entity structuring, and legal strategy. We differentiate ourselves by performing all discovery and planning work internally, engaging best-in-class external partners only for specialized execution in tax strategy, investments, and insurance. We are a small, high-performing team united by a singular focus: delivering exceptional outcomes for our clients. We operate in a fully remote environment that rewards discipline, collaboration, and results.
The Opportunity We are seeking a seasoned advisor and planner ready to own complex, high-stakes client relationships from strategy through execution. In this role, you will lead the development and ongoing management of integrated financial plans, delivering sophisticated recommendations across tax, legal, investments, insurance, cash flow, and private investments and real estate. You thrive in an environment where no two client situations are alike, and you take pride in leaving no detail unaddressed. You are a proactive problem-solver, a natural project manager, and a trusted advisor who understands that the work isn't done until the client is truly taken care of. This is a high-autonomy, fully remote role with a focused book of no more than 30 client relationships.
Key Responsibilities - Partner with clients to analyze, research, and implement solutions in their individual financial situations; in partnership with a Senior Advisor on as needed basis
- Leads strategic development of financial plans; continuously monitor clients' financial situations with detail and accuracy, with the ability to see the entire strategic financial picture
- Collaborate with client's other professionals i.e., attorney's and CPA's and any other external sources
- Demonstrate excellent people skills by being confident in the delivery of advice to clients via conference call or face-to-face meetings
- Focus entirely on the client experience to keep clients through and beyond consulting cycle, always looking for more opportunities to deepen the relationship
- Maintain high ethical standards and confidentiality at all times
- Prepare, coordinate, and follow through on any needed communication with new or existing clients
- Partner with Associate Advisor as available or needed on client work
- Use CRM to manage client workflow and document client activity
- Continue to help build infrastructure within the firm through team meetings - workflows, instructions, etc.
- Maintain and continue to build internal software effectiveness
- Track Client Referrals - input referrals into CRM as prospects and set follow up for appropriate party
Qualifications - Bachelor's degree required, preferably in business, accounting, finance, economics
- Advanced degree or additional certifications highly desired (CFP, CFA, MBA, ChFC, CPA, JD)
- Experience working with ultra-high income or net-worth entrepreneurs and business owners highly preferred
- Ability to manage complex client projects, with a thoughtful and diligent process
- Excellent knowledge of regulations, financial planning and investment management
- Advanced level proficiency in Microsoft Office
- Familiarity with eMoney, Advisor Engine aka: Junxure, Orion, Holistiplan or similar softwares preferred
- Experience working with Schwab as custodian preferred
- Strong verbal and written communication skills
- Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
