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Why is This a Great Opportunity?
-competitive compensation
-lengthy history as industry top-performer
-strong work/life balance (avg 40-45 hrs week)
-tons of growth opportunity, personally and professionally
-high level exposure/ work closely with partner
-profit share
-fun, high-energy environment
Job Description:
-be the personal family office project consultant
-provide project management on estate planning, business succession planning, alternative investment briefings and high-level tax planning
-establish rapport with clients
-create financial projections
Qualifications:
-3-7 years in an Accounting, Audit or Tax role
-public accounting experience
-3 years in a client facing role
-BS in accounting or related field
#29330
Full Time
$69k-85k (estimate)
06/15/2024
07/01/2024
The following is the career advancement route for Advisor positions, which can be used as a reference in future career path planning. As an Advisor, it can be promoted into senior positions as a Career Services Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Advisor. You can explore the career advancement for an Advisor below and select your interested title to get hiring information.
If you are interested in becoming an Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Advisor job description and responsibilities
Academic advisors advise students about their education, such as by suggesting which classes to take or which career to pursue.
01/19/2022: Dayton, OH
Advisors give students their parents advice to help them make decisions in course and major selection, requirements for selected area of concentration, and post-college plans.
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Advisor provides educational advices or guidance to students in setting academic goals, course planning and career development.
02/16/2022: Shreveport, LA
An Advisor assists a client/student plan their academic goals.
02/28/2022: Terre Haute, IN
Determining the level of higher education preferred or required by a student.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Advisor jobs
The low cost, easy entry nature of Advisors makes them a good choice for many consumers.
03/08/2022: Ann Arbor, MI
An advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
02/01/2022: Juneau, AK
Advisors may need to register with state regulators or the Securities and Exchange Commission.
03/15/2022: Riverside, CA
Nearly all academic advisor positions prefer some related work experience.
02/24/2022: Eugene, OR
Step 3: View the best colleges and universities for Advisor.