Associate Financial Advisor
Associate Financial Advisor (Tax Attorney Preferred)
GW & Wade is a growing $10.5 billion boutique private wealth advisory firm focused on providing tax and investment management services to high-net-worth clients. We are looking for an experienced Associate Financial Advisor/Tax Attorney to join our team.
We are looking for a self-starter who is organized and detail oriented and who will excel in working in a client-focused team environment. This position requires exceptional communication and presentation skills and provides a unique and highly rewarding career path for the right candidate.
Job responsibilities include the following:
Directly supporting one of GW & Wade’s client Counselors with issues such as:
· Investment portfolio construction and management; long-term investment strategy
· Income tax planning, including federal and state tax return preparation and tax dispute resolution
· Public and private company stock, stock options, restricted stock units, and stock purchase plans
· Retirement and other forward-looking planning
· Estate plan architecture; gifting strategies; estate and gift taxes
The ideal candidate will have: *
· One or more of the following credentials: law degree (JD, LLM); advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA
· 2-3 years of professional experience in finance, accounting, law, and/or taxation
· Exceptional interpersonal and communication skills: the successful candidate will work with clients, give group presentations, and take part in new business development
· The ability to work effectively in a team environment
· Strong organizational skills and the ability to multi-task
· Extensive Microsoft Office experience and good overall computer skills
· Knowledge and experience with individual income tax issues & return preparation
· Experience serving executive/professional clients and exercising a high level of discretion
· Completed continuing finance education and licensing requirements (Series 65, Certified Financial Planner designation)
*Must be authorized to work in the United States.
* Our company policy requires that all employees are up to date with their COVID primary vaccination series and boosters and provide related records.
GW & Wade is committed to offering a comprehensive benefits plan that is a part of total compensation. Benefits include health insurance, dental insurance, profit share, a healthcare reimbursement account, life insurance coverage, and a generous holiday and paid time off policy.
GW & Wade is an equal opportunity employer, committed to the strength of a diverse workforce.
About The Company:
GW & Wade is an independently managed financial advisory firm with $10.5 billion of assets under management (12/31/21). Our offices are in Greater Boston, Silicon Valley, and Metro D.C. For 36 years, GW & Wade has been an industry-leading financial advisor, providing successful executive management teams, individuals and their families with holistic tax planning, retirement and estate planning and investment management services.
For more information on GW & Wade visit www.gwwade.com.