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Found 3 jobs

Range
Tax Planner

RangeNew York City - On-Site

Range is seeking a Tax Planner to provide expert tax planning and compliance services. You'll collaborate with Certified Financial Planners® to optimize tax strategies for clients. This role requires expertise in individual tax planning and a CPA or EA certification.

2 months ago
Compound Planning, Inc.
Wealth Advisor

Compound Planning, Inc.Remote - Remote

Compound Planning, Inc. is hiring a Senior Wealth Advisor to collaborate with clients on their financial decisions and innovate product offerings. This role requires experience with high-net-worth individuals and relevant certifications.

9 months agoRemote
Compound Planning, Inc.
Wealth Advisor

Compound Planning, Inc.Des Moines - Remote

Compound Planning, Inc. is hiring a Wealth Advisor to work directly with clients on their financial decisions and collaborate with the technology team to innovate product offerings. This role requires 3-5+ years of experience and relevant accreditations.

10 months agoRemote