LifeWise Wealth Advisors is seeking a relationship-focused professional who is passionate about helping clients make confident financial decisions through both wealth management and tax planning services.
This dual role offers the unique opportunity to combine advisory relationships with hands-on expertise. During tax season, the role focuses heavily on tax preparation and planning, while the remainder of the year centers on financial planning, investment management, and ongoing client service. At LifeWise, we prioritize long-term client relationships and high-quality work over billable hour quotas.
Ideal candidates enjoy building long-term relationships, thinking strategically, and collaborating across multiple areas of personal finance to deliver a seamless client experience. There are already existing tax and advisory infrastructure in place, and the right candidate would have the support needed to grow into the role without needing to bring an existing book of business. Candidates that have their own book of business should reach out for additional information.
About our Team
We are a multi-generational wealth management firm serving individuals, families, trusts & estates, and small businesses. We serve clients in 30 states with a comprehensive array of services including financial planning, investment management, tax optimization, risk management, and estate planning. In 2022 we expanded our business to include tax preparation with a focus on client relationships over quotas. As of now, our tax team includes an Enrolled Agent as well as a CPA. The advisory side of our business includes four wealth advisors with professional designations in CFP® and CExP™. We also have a team of three dedicated to client service support and business operations.
Wealth Responsibilities
- Financial Planning: This serves as a blueprint for pursuing our clients’ goals.
- Investment & cash flow management
- Setting clear, specific objectives and creating actionable steps to assist clients in achieving them
- Conduct client review meetings and ongoing communication to ensure our clients’ needs are addressed.
- Develop & maintain ongoing client relationships
Tax Responsibilities
- Prepare and review individual and business tax returns
- Assist with proactive tax planning strategies
- Support client conversations surrounding tax implications of financial decisions
- Strong communication and interpersonal skills
- Organized and able to manage seasonal workflow demands
- Team-oriented with client-first mindset
- Motivated to grow professionally and contribute to firm growth
Preferred Qualifications
- Experience in wealth management or financial planning and tax preparation
- CFP®, CPA, EA, or interest in pursuing professional designations
- Experience with tax software and/or financial planning platforms
- Securities licenses preferred or willingness to obtain
Pay: $80,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Financial planning services
- Health insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Ability to Commute:
- Champaign, IL 61822 (Required)
Work Location: In person
