Senior CPA & CFP Financial Advisor (Hybrid)

Senior

CPA & CFP

Financial Advisor (Hybrid) iValue Financial Planning Wyomissing, PA Job Details Full-time $150,000 a year 1 day ago Qualifications CFP Financial plan development Investment client management Full Job Description We are seeking an experienced and relationship-driven CPA and Certified Financial Planner™ (CFP®) professional to join a growing independent financial planning and wealth management practice. This senior-level role is ideal for a seasoned advisor with 15+ years of experience serving high-net-worth individuals, families, business owners, and retirees through comprehensive financial planning, tax preparation, and tax-focused wealth strategies. Experience working as an advisor with Vanguard and within an independent Registered Investment Advisor (RIA) environment is strongly preferred. Key Responsibilities Provide comprehensive financial planning, retirement planning, investment guidance, and tax-efficient wealth strategies Prepare and review individual and business tax returns, including complex tax situations for high-net-worth clients and closely held businesses Deliver proactive tax planning strategies integrated with overall financial and investment plans Assume responsibility for an existing book of individual and business tax clients while maintaining high service standards and strengthening long-term client relationships Develop and maintain long-term client relationships built on trust, fiduciary advice, and exceptional service Advise clients on retirement income, estate planning coordination, charitable giving, and business succession planning Collaborate with portfolio management, operations, and client service teams Mentor junior advisors and contribute to strategic growth initiatives for the practice Participate in business development and referral relationship management Qualifications Active CPA license preferred. Enrolled Agent (EA) will be considered. CFP® certification required 15+ years of financial advisory, tax planning, and tax preparation experience Extensive experience preparing individual and business tax returns Demonstrated ability to manage and retain an established client base Prior experience at Vanguard preferred Experience working within an independent advisory or RIA practice strongly preferred Deep understanding of fiduciary planning, investment management, and advanced tax strategies Strong interpersonal, analytical, and communication skills Proven ability to work with affluent and high-net-worth clients Preferred Attributes Entrepreneurial mindset with a client-first philosophy Strong ethical standards and commitment to fiduciary advice Ability to cultivate multi-generational client relationships Experience using modern financial planning, tax, and CRM software platforms Compensation & Benefits Competitive base compensation plus incentive opportunities Flexible work environment Long-term growth and leadership potential Opportunity to work within a highly personalized, independent planning practice focused on deep client relationships and comprehensive advice This is an outstanding opportunity for a seasoned professional seeking a collaborative, independent environment where thoughtful planning, integrated tax expertise, fiduciary advice, and long-term client relationships are valued above product sales.

Employment Type:

Full Time Years Experience:

10 - 15 years

Salary:

$150,000

Annual Bonus/Commission:

No