Financial Advisor – CPA Partnership & Advanced Tax Mitigation Strategies jobs in United States
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National Life Group · 3 months ago

Financial Advisor – CPA Partnership & Advanced Tax Mitigation Strategies

positionSan Francisco, CA
timeFull-time
remoteHybrid
seniorityMid Level
money$60K/yr - $300K/yr
date3+ years exp

National Life Group, through Hariri Financial Partners, is recognized for its innovative work in tax mitigation strategies, serving over 1,500 businesses across 13 states. They are seeking experienced financial professionals or insurance advisors to develop partnerships with CPAs and Enrolled Agents, offering advanced tax mitigation and wealth preservation strategies to clients.

Health CareInsuranceLife Insurance
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H1B Sponsor Likelynote

Responsibilities

Develop and maintain strong partnerships with CPAs and Enrolled Agents to integrate financial and tax strategies into client planning
Educate partners and clients on advanced planning solutions including:
Installment Sales Plans
Defined Benefit Pension Plans (DBPs)
Irrevocable Life Insurance Trusts (ILITs)
Premium Funding Solutions for Estate Tax Mitigation
Participate in monthly CPA Advantage Bootcamps and collaborative training sessions
Work jointly with our case design team on client-specific planning strategies
Leverage our proprietary marketing, compliance, and illustration tools to grow your practice efficiently

Qualification

Financial services experienceCollaboration with CPAsAdvanced tax mitigationLifeHealth LicenseEntrepreneurial mindsetClient management skillsCommunication skillsRelationship-building skills

Required

Minimum 3 years of experience in financial services or insurance sales
Proven success in collaborating with CPAs, EAs, or tax professionals
Active Life and Health License
Entrepreneurial mindset with strong communication and relationship-building skills
Ability to manage high-net-worth and business-owner clients with complex tax and estate planning needs

Preferred

Series 6/7/65 preferred but not required

Benefits

401(k)
Continuing education credits
Flexible schedule
Health insurance
Paid training
Work from home

Company

National Life Group

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National Life Group offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs.
dateFounded in 2006
location
Montpelier, Vermont, USA
people-size1001-5000 employees
web-link
https://www.nationallife.com

H1B Sponsorship

National Life Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (3)
2023 (4)
2022 (7)
2021 (3)
2020 (5)

Funding

Current Stage
Late Stage

Leadership Team

M
Mehran Assadi
Chairman, CEO & President
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Recent News

Business Wire
National Life Group Announces Leadership Transition at Equity Services, Inc. President and CEO Ata Azarshahi to Retire; Industry Veteran Alex David Appointed Successor
2025-12-12
vermontbiz.com
Tom MacLeay, retired CEO of National Life, chairs CVHHH’s year-end appeal
2025-11-26
vermontbiz.com
National Life Group partners with Homethrive to add free caregiver support
2025-11-08
Company data provided by crunchbase