Associate Financial Advisor

 

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.

 

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

 

·        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)

* 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.

  

 

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.