Top 1190 Financial Advisor Associate Jobs

Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
Investment Management Associate
Herndon Plant Oakey Ltd. —Corpus Christi, TX
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Associate
Old Forge Wealth Management —Warwick, RI
- $50,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Retirement plan
Quick Apply
Business Associate
VJH Concierge Financial Planning —Knoxville, TN
- $30,000 - $35,000 a year
- Email
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
7d
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Advisor Trainee & Sales Associate
Gateway Retirement Solutions —Dover, NH
- $45,000 - $150,000 a year
- Weekends as needed
- Office
- Math
- Financial services
- Opportunities for advancement
- Flexible schedule
Quick Apply
Financial Planning Associate
Northwestern Mutual —Portage, MI
- $40,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Planning Associate
Raymond James Financial, Inc. —Bend, OR
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
- Email
- Hybrid work
- Background check
- Sales
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Associate
Top Rank Advisors, LLC —Raleigh, NC
- $50,000 - $60,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Senior Associate, Capital Markets - AZ
Phoenix Energy One, LLC —Phoenix, AZ
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor - Associate
O'Neill Asset Management LLC / Mark McNamee CPA Inc. —South Bend, IN
- From $60,000 a year
- Full-time
- Background check
- Word processing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Associate Wealth Advisor
Summit Financial, LLC —Parsippany-Troy Hills, NJ
- From $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate
EQUITABLE ADVISORS —New York, NY
- $36,500 - $100,000 a year
- Full-time
- Mid-level
- Office
- Business development experience
- Health savings account
- Employee stock purchase plan
Quick Apply
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Campbell, CA
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Wealth Management Associate
Legacy Lab Financial LLC —Irving, TX
- $75,000 - $250,000 a year
- Part-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Work from home
Quick Apply
Senior Associate, Capital Markets - FL
Phoenix Energy One, LLC —Fort Lauderdale, FL
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Wealth Planning Associate
Everforth —Seattle, WA
- $90,000 - $115,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
14d

I want to receive the latest job alert for Financial Advisor Associate

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Financial Advisor Associate jobs near

Tax Planner Associate

Pure Financial Advisors, LLC
San Diego, CA

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Financial planning
Wealth management
Research
Bloomberg
Bachelor's degree
Forecasting

Full Job Description

Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) located in San Diego, CA. We are seeking an experienced tax professional to join the Tax Planning department in our San Diego office.

This position’s primary focus will be to review tax returns and prepare tax projections as part of our comprehensive financial planning process for clients.

This position will also interact with our Planning Department and Financial Advisors.

Responsibilities:

· Review and understand tax documents, related tax information, and applicable financial planning data with an ability to identify anomalies, errors, and opportunities.

· Analyze data & provide projections of future tax outcomes based on current financial information and tax-optimized recommendations for active and prospective clients.

· Research tax information and pending legislation and translate it to understandable, actionable information for relevant departments and clients.

· Ensure that all workload and responses are completed in a timely fashion.

· Follow-up with Planners and Advisors as needed to ensure that necessary data inputs are clear and complete.

· Draft written explanations of tax information directed to clients.

· Participate in internal tax-related meetings/training, as needed.

Qualifications:

· Bachelor’s degree preferred. JD, EA, CFP, CPA or similar is helpful.

· Recent experience in the individual income tax industry

· Basic understanding of individual income tax returns is required. Additionally, expertise in at least one additional area: pass-through entities, trusts & estates, plan administration, multi-state, or foreign reporting requirements is preferred.

· Familiarity with retirement plan types and retirement and investment planning concepts is preferred.

· Excellent written and verbal communication skills are required.

· Ability to think logically and strategically is required.

Salary & Benefits:

· This is a full-time, non-exempt position.

· Salary Range: $70,000-80,000 DOE

· Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies. Hybrid/Remote considered.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Financial Advisor Associate jobs

Tax Planner Associate

Associate Manager, Financial Planning

Investment Management Associate

Financial Advisor - Associate

Business Associate

Wealth Management Associate

Financial Advisor Trainee & Sales Associate

Financial Planning Associate

Financial Planning Associate

Financial Sales Associate

Financial Advisor - Associate

Senior Associate, Capital Markets - AZ

Financial Advisor - Associate

Associate Wealth Advisor

Wealth Management Associate

Associate Wealth Advisor, Schwab Wealth Advisory

Associate Analyst

Wealth Management Associate

Senior Associate, Capital Markets - FL

Wealth Planning Associate

I want to receive the latest job alert for Financial Advisor Associate

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected