Senior Wealth Advisor Our client is a wealth management firm providing investment management and financial planning to high and ultra-high net worth clients. As a fee only firm their main focus is on the clients' best interest. They are looking for a Wealth Advisor to: *Support senior wealth advisors to provide best-in-class advice to high and ultra-high net worth clients *Prepare comprehensive financial plans focusing on income tax planning, estate planning, asset titling, retirement projections and portfolio reviews. *Identify planning opportunities and coordinate recommendations with senior wealth advisors *Stay up to date on legislative changes and implement strategies to improve firm's delivery of advice Skills or Requirements: *Bachelor's degree and CFP required; CPA, Enrolled Agent, CPWA, or JD, LLM in taxation are nice to haves but not required *Minimum 5-10 years of experience in financial and tax planning *Experience with tax preparation preferred *Strong analytical computer skills *Driven self-starter who demonstrates commitment Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide. Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions. Any inquiries relating to this ad will be kept confidential. To learn more about our organization please visit us at www.westportone.com. To apply for this position, submit your resume by choosing one or more of the following: CLICKING "APPLY NOW" ON THIS PAGE (PREFERRED) Fax resume with cover letter to: 314-991-9586. Attention: Kim Carlson. Please refer to job reference code NM/VAadvisor NO CALLS PLEASE Job Requirements:Senior Wealth Advisor