Rehmann · 17 hours ago
Associate Financial Advisor
Vero Beach, FL
Full-time
Onsite
Entry Level
1+ years expRehmann is a firm that prioritizes its associates' growth and success, seeking to empower individuals in their professional journeys. They are looking for an experienced Financial Advisor to join their CPA/wealth management team, working closely with a high-value client base and contributing to tailored financial strategies and business development efforts.
AccountingConsultingFinancial Services
Responsibilities
Develop and implement tailored financial strategies, including retirement, investment, estate, tax, and risk management planning
Conduct regular reviews of clients' financial plans and investment portfolios, ensuring alignment with their objectives
Stay abreast of changes in tax laws, financial products, and economic conditions to provide informed advice
Work closely with CPAs, tax professionals, and other specialists within the firm to deliver integrated solutions
Contribute to the firm’s culture of excellence by collaborating on client service initiatives and supporting business development efforts
Identify opportunities to expand the firm's client base through referrals and strategic networking
Participate in client events, seminars, and other activities to enhance visibility and trust within the community
Qualification
Required
Bachelor's degree in finance, accounting, business, or a related field; advanced degree or certifications (CFP, CFA, CPA, etc.) preferred
1-2+ years of experience in financial planning or wealth management, preferably working with high-net-worth clients
Proven success in relationship management and client retention
In-depth knowledge of investment strategies, tax planning, estate planning, and risk management
Strong communication and interpersonal skills, with the ability to simplify complex financial concepts
Technologically adept, with proficiency in financial planning software and CRM tools
Preferred
advanced degree or certifications (CFP, CFA, CPA, etc.)
Benefits
Benefits focused on physical and mental health
Paid time off for volunteering and diversity-related activities
Flexible work arrangements
Company
Rehmann
Rehmann is one of the largest accounting, consulting and financial services firms.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Diana Goetz, CPA, MBA,CGMA
Consultant | CFO Advisor
Jerald Benjamin
Consultant - CFO Services; Accounting & Business Solutions
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