What are the responsibilities and job description for the Investment Consultant position at Neil Jesani Advisors, Inc.?
Job Description
Are you a seasoned Investment Consultant passionate about investment management and creating meaningful impact on clients' investment portfolio? Do you thrive in a team of elite experts where exceptional service and innovative solutions are the standard? If so, Neil Jesani Advisors, Inc. invites you to elevate your career as our Investment Consultant.
Who We Are:
Neil Jesani Wealth Management, LLC (NJWM) is a boutique family office style SEC Registered Investment Advisory Firm. NJWM is a wealth management division of Neil Jesani Advisors, Inc. You learn more here - www.NeilJesaniWealth.com
Neil Jesani Advisors, Inc. is not your average tax firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 30 experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. Our stunning 10,000 square-foot office in Lakeshore Plaza, reflecting our growth and bold vision for the future.
Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time.
If you’re ready to join a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at www.NeilJesani.com. Let’s create value and make a difference—together.
What Sets Us Apart:
As an Investment Consultant, you will play a vital role in advising our high-income and high net-worth prospects and clients nationwide in becoming our client, investment portfolio construction and management.
Responsibilities:
At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients—and your future teammates—deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities. If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include a 5% 401(k) match, 20 days of PTO on top of six major national holidays, full healthcare coverage, and more.
We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance.
Please note: This is a full-time position requiring candidates to work on-site. Fully remote arrangements are not available for this role due to the collaborative and strategic nature of the work, which involves regular brainstorming and discussions with colleagues.
Apply Today and join a team dedicated to redefining excellence in investment & tax strategies and financial success.
Make your next career move one that counts – for you, your team, and the exceptional clients we serve.
Company Description
Neil Jesani Advisors, Inc. is not your average firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 23 experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. We recently moved into our stunning 10,000 square-foot office in Lakeshore Plaza, reflecting our growth and bold vision for the future.
Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time.
If you’re ready to join a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at www.neiljesani.com. Let’s create value and make a difference—together.
Neil Jesani Advisors, Inc. is not your average firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 23 experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. We recently moved into our stunning 10,000 square-foot office in Lakeshore Plaza, reflecting our growth and bold vision for the future. Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time. If you’re ready to join a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at www.neiljesani.com. Let’s create value and make a difference—together.
Are you a seasoned Investment Consultant passionate about investment management and creating meaningful impact on clients' investment portfolio? Do you thrive in a team of elite experts where exceptional service and innovative solutions are the standard? If so, Neil Jesani Advisors, Inc. invites you to elevate your career as our Investment Consultant.
Who We Are:
Neil Jesani Wealth Management, LLC (NJWM) is a boutique family office style SEC Registered Investment Advisory Firm. NJWM is a wealth management division of Neil Jesani Advisors, Inc. You learn more here - www.NeilJesaniWealth.com
Neil Jesani Advisors, Inc. is not your average tax firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 30 experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. Our stunning 10,000 square-foot office in Lakeshore Plaza, reflecting our growth and bold vision for the future.
Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time.
If you’re ready to join a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at www.NeilJesani.com. Let’s create value and make a difference—together.
What Sets Us Apart:
- Exclusive Clientele: We work exclusively with individuals and businesses where we can deliver significant value and maximum impact.
- Deep Expertise: Our clients demand exceptional advice rooted in thorough research, not the generic approaches of average tax preparers.
- WOW Service: We prioritize quality over quantity, ensuring every client receives unparalleled attention and outcomes that exceed expectations.
- Lasting Impact: Beyond financial success, we help clients achieve their ideal lifestyle and craft legacies for their families and communities.
As an Investment Consultant, you will play a vital role in advising our high-income and high net-worth prospects and clients nationwide in becoming our client, investment portfolio construction and management.
Responsibilities:
- Advise prospects and clients on investment strategies
- Prepare presentations that recommend various asset classes
- Review and communicate portfolio performances to clients on a regular basis
- At least 10 years of solid experience as an investment Analyst, Advisor or Consultant managing money of high net-worth individuals, trusts, family offices or foundations
- Expert at various investment products, services and alternatives
- CFA or CFP designation will be a BIG PLUS
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients—and your future teammates—deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities. If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include a 5% 401(k) match, 20 days of PTO on top of six major national holidays, full healthcare coverage, and more.
We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance.
Please note: This is a full-time position requiring candidates to work on-site. Fully remote arrangements are not available for this role due to the collaborative and strategic nature of the work, which involves regular brainstorming and discussions with colleagues.
Apply Today and join a team dedicated to redefining excellence in investment & tax strategies and financial success.
Make your next career move one that counts – for you, your team, and the exceptional clients we serve.
Company Description
Neil Jesani Advisors, Inc. is not your average firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 23 experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. We recently moved into our stunning 10,000 square-foot office in Lakeshore Plaza, reflecting our growth and bold vision for the future.
Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time.
If you’re ready to join a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at www.neiljesani.com. Let’s create value and make a difference—together.
Neil Jesani Advisors, Inc. is not your average firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 23 experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. We recently moved into our stunning 10,000 square-foot office in Lakeshore Plaza, reflecting our growth and bold vision for the future. Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time. If you’re ready to join a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at www.neiljesani.com. Let’s create value and make a difference—together.