Strategic Partner - CPA or Financial Planner
March 19
🇺🇸 United States – Remote
⛷️ Utah – Remote
💵 $140k - $200k / year
⏳ Contract/Temporary
🟠 Senior
💸 Financial Planning and Analysis
Description
• At Wilson Hand LLC, seeking a candidate with senior management experience in a dynamic setting • Role requires outstanding organizational, communication, and leadership skills and ability to develop innovative solutions • Strategic Partner will work closely with the principles of the firm to strategize and develop long-term plans • Ideal candidate will be an entrepreneur at heart with a desire to help the firm in all its endeavors • Highly motivated self-starter and proactive communicator desired • Play a vital role in the sourcing and sales of tax mitigation products and services • Expertise in financial analysis, statement preparation, and regulatory compliance contributing to overall success
Requirements
• Must have experience as a CPA /JD/LLM or in the Financial Planning Industry (1+ years) • If you have a list of current or past clients (high-income individuals or business owners), you may be a perfect candidate for this position
Benefits
• 100% Commission (paid monthly) • 1099 Contractor Status • Very flexible schedule (1-5 hours, Monday - Friday) • This is a very simple job, that takes no more than 5 hours per week of your time. • We offer very competitive commissions, paid on all new sales (typically between 4% - 10%). • Many of our successful Strategic Partners make between $100,000 - $200,000 per year. • The annual average Commission for US-based Partners for this role is $140,000-$200,000. A variety of factors are considered when determining someone’s compensation–including a candidate’s professional background and experience. Final offer amounts may vary from the amounts listed above.
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