Wealth Advisor

About True Wealth True Wealth is a winner of the "InvestmentNews magazine Fastest Growing RIAs 2023" and Case Weatherhead 100 (2022, 2023) awards. Growth creates opportunity! True Wealth has a Wealth division managing $600MM+ in assets for 400+ clients and a Tax/Accounting division serving more than 800 clients (as of 5/25/24). We seek to make a substantial positive difference in our clients’ lives, team members’ lives, and the communities where we live and work. We do this by helping our clients Plan Smarter and Live Better. Position Overview We are seeking a Wealth Advisor to join our team. This is not an entry-level position but is an ideal opportunity for an intelligent, motivated advisor with a minimum of 3+ years of true financial planning experience. Candidates that fit into our culture will desire to be in a high-performing environment and have a true passion for helping clients through accounting, tax, and wealth solutions. We are not too formal. We are heavy users of efficient processes and technology (not paper). We are not resistant to change and pay close attention to details. The position does not require business development but does incentivize it. A path to partnership is available for those who contribute to the equity growth of the firm. Responsibilities and Duties Collect, organize, and synthesize information with accuracy in conjunction with firm processes Construct financial and tax projections using Money Guide Pro, Morningstar, Tamarac, and tax planning software Effectively formulate and deliver advice to clients Be solely responsible for successful client relationship management Execute delivery of TW’s investment management philosophy Field ad hoc planning questions from clients, interacting professionally and respectfully in all communications Qualifications and Skills CFP®, CFA, or CPA required Minimum of 3+ years in wealth management environment (preferably RIA); or CPA with income tax experience making career change considered Highly organized with strong attention to detail Strong financial and analytical skills Strong active listening and communication skills (verbal and written) Able to work independently with a ‘no job is beneath me’ attitude Above average knowledge of Microsoft Office suite, especially Excel Experience with Money Guide Pro, Morningstar, Tamarac, PlannerCS a plus Benefits Highly competitive salary and bonus based on productivity Company-subsidized health, dental, and vision insurance Company-paid disability, life, and AD&D insurance 401k plan with company match of 100% up to 4% of compensation Generous PTO allowance starting at 160 hours/year plus 9 holidays. Educational reimbursement for continuing education, training, etc Job Type: Full-time Pay: $90,000.00 - $120,000.00 per year Benefits: 401(k) matching Health insurance Health savings account Paid time off Professional development assistance Physical Setting: Office Work Location: In person