What are the responsibilities and job description for the Tax and Investment Specialist position at The Trusted Advisor Toolkit?
As a Financial Planner & Tax Advisor at The Trusted Advisor Toolkit, you will have the opportunity to work closely with our high-net-worth clients to develop and implement tailored financial and tax strategies. Your expertise in risk management, investments, estate planning, business ownership, and tax reduction strategies will be invaluable in helping our clients achieve their financial goals.
You will also have the chance to collaborate with other professionals in the industry, including Estate Attorneys, CPAs, Insurance Brokers, and Money Managers. Additionally, you will prepare pre-meeting materials, including step-by-step implementation plans and progress reports.
The Team
- We value expertise, strategy, and collaboration.
- We deliver exceptional financial services to our clients.
- We offer a competitive salary and benefits package.
