Wealth Advisor/Tax Associate Position: Full-Time
Salary Range: $60K-$90K (based on experience) + Future Consideration for Ownership
Work-life balance, casual Fridays, half-day Fridays during the summer, and opportunities to work from home.
Local Wealth Management firm in Cincinnati, Ohio is looking to hire a Wealth Advisor/Tax Associate that will help assist in tax preparation, tax planning, and client service. The ideal candidate for this position has experience preparing tax returns for individuals and is interested in working with clients in an overall wealth advisory role. While experience in wealth management is not a requirement for this position, it is a major role and there should be interest in building client relationships. If you are interested in learning more about this opportunity, please submit a cover letter and resume to amolnar@thorwm.com.
Responsibilities
-Assist with tax preparation
-Assist advisors with client tax planning
-Manage client relationships
Qualifications
-3-5yrs experience in tax
-Organization
-Attention to detail
-Good communication skills
-Willingness to learn
-Interest in financial advisory
Software/Technology:
-Salesforce
-Right Capital
Company Information
Registered Investment Advisory firm located in Cincinnati with over $550M in assets under management providing exceptional financial advice in the areas of investment management, financial, tax and estate planning to our clients. While THOR works with a wide range of clients, a large focus today is on the emerging wealth and pre-retire client demographic. These are clients that we can provide many services to and grow with throughout their lives.
