• Location: Tampa, Florida
  • Type: Direct Hire
  • Job #3885
  • Salary: $130,000

NextPath Career Partners is currently seeking a Family Financial Director/ Wealth Advisor Practitioner – CPA to join our client’s team in Tampa, FL. This is an onsite, direct hire position.

SALARY: $130-$160K + Bonus (depending on experience)

REQUIREMENTS:

  • CPA a must, Current and in the state of FL.
  • Tax knowledge to be able to advise on tax rules and regulations.
  • Sharp and polished with client facing experience.
  • Experience advising high net worth families or individuals. 

RESPONSIBILITIES:

  • Develop and maintain strong, trusting relationships with high-net-worth clients, understanding their unique financial objectives, concerns, and priorities.
  • Lead the development and implementation of customized wealth management strategies encompassing investment management, tax planning, estate planning, risk management, and philanthropy.
  • Provide expert guidance on tax-efficient wealth preservation strategies, including tax planning, optimization of tax deductions, and compliance with changing tax laws and regulations.
  • Oversee the construction and management of investment portfolios aligned with clients' risk tolerance, time horizon, and financial objectives, leveraging diversified asset allocation strategies.
  • Advise clients on estate planning strategies, asset protection, and succession planning to preserve wealth for future generations and mitigate estate tax liabilities.
  • Educate clients on financial matters, market trends, and investment opportunities, ensuring they have a comprehensive understanding of their wealth management strategies.
  • Work closely with internal teams, including investment analysts, tax professionals, and estate planners, to deliver integrated wealth management solutions that meet clients' evolving needs.
  • Stay abreast of industry trends, tax legislation changes, and best practices in wealth management through ongoing education and professional development initiatives.

NEXTPATH CAREER PARTNERS:
NextPath is a candidate centric recruiting firm focused on your career goals to help you find your next path! Our team of professional recruiters have over 80 years of combined experience to help you navigate a job change. Our clients span local and national with roles in sales, creative, marketing, and staffing on a direct, contract-to-perm, and contract (project) basis.
If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer 
View all open jobs: http://www.nextpathcp.com

 
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