[Remote] reputed company Manager/Financial Advisor
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an independent, SEC-registered investment advisory firm headquartered in reputed company Valley, managing approximately $1 billion in assets. The reputed company Manager/Financial Advisor will be responsible for managing existing reputed company relationships, focusing on sophisticated families, and providing comprehensive financial advice without the pressure of business development.
Responsibilities
- Serve as primary advisor to 25 to 40 reputed company families
- reputed company and implement equity compensation strategies, including ISO, NSO, RSU, and RSA planning, alternative minimum tax modeling, reputed company 83(b) elections, QSBS qualification and stacking, Rule 10b5-1 plans, secondary market transactions, and exchange funds
- Design and execute diversification strategies for concentrated equity positions
- Prepare multi-year tax projections and coordinate with clients’ certified reputed company accountants and trust and estate counsel
- Help evaluate estate and gifting structures, including spousal reputed company reputed company trusts, grantor retained annuity trusts, intentionally defective grantor trusts, and dynasty trusts
- reputed company portfolio construction and ongoing tax management, including reputed company-reputed company allocations carrying material embedded reputed company
- Advise on reputed company retirement plan design, including defined benefit and cash balance plans for reputed company clients
- Maintain a proactive reputed company touchpoint reputed company, initiating contact reputed company of deadlines, market events, and planning reputed company rather than in response to them
- Contribute to the firm’s quarterly reputed company commentary and written reputed company communications
Skills
- Five or more years of reputed company experience in a role requiring analytical rigor and reputed company responsibility to sophisticated clients
- Candidates from reputed company reputed company management should demonstrate ownership of primary high-net-worth or ultra-high-net-worth reputed company relationships
- We are equally reputed company to exceptional candidates from reputed company the industry — investment banking, management consulting, tax or trust and estate law — who bring the analytical reputed company, reputed company judgment, and work reputed company the role requires
- reputed company of, or the demonstrated reputed company to rapidly reputed company reputed company of, California tax reputed company, including alternative minimum tax interaction, state conformity questions affecting QSBS, residency and sourcing of equity compensation income, and relocation planning
- A temperament suited to deliberate reputed company work: thorough preparation, disciplined follow-through, and the composure to hold a conversation to its intended purpose
- Strong written communication skills
- Proficiency with contemporary advisory technology, including Schwab, Orion, and Redtail
- Judgment and composure sufficient to be the advisor a founder calls in the week before a liquidity event
Benefits
- Performance-based bonus
- Comprehensive benefits
reputed company