Wealth Tax Associate - Remote

Overview

The Wealth Associate role supports the Be Wealth and Be Tax mission to empower clients with secure and purposeful financial futures. This role provides essential assistance to the wealth management and tax preparation team through appointment preparation, complex account processing, financial planning support, and specialized operational expertise.

In Short

• Prepare appointments, including all required reports, data, and meeting materials.
• Conduct annual reviews with clients as assigned by Wealth Managers.
• Handle complex processing tasks such as death distributions, new accounts, and intricate service requests.
• Facilitate account paperwork, transfers, and service requests.
• Serve as an area subject-matter expert for the team in operational processes and financial service procedures.
• Assist with financial plan preparation, updates, and data validation.
• Support Required Minimum Distributions (RMDs), ensuring accuracy and compliance.
• Provide estate plan assistance by coordinating documentation, gathering data, and supporting Wealth Managers during client estate planning reviews.
• Execute trading responsibilities in accordance with firm policies and compliance standards.
• Maintain accurate client records within firm technology platforms such as Wealthbox, ClientWorks, and other software tools.

Requirements

• Bachelor’s degree in Finance, Financial Planning, Business, or related field preferred.
• 1–3 years of experience in financial services, wealth management, or client service preferred.
• Strong organizational skills and attention to detail.
• Proficiency in financial planning tools, CRM platforms, and Microsoft Office.
• Excellent verbal and written communication skills.
• Client-focused mindset with desire for continued professional growth.
• Series 7 and 66 licenses preferred or ability to obtain within 12 months.

Benefits

• Professional development opportunities.
• Engagement in firm initiatives that advance organizational growth.
• Collaboration with specialists in tax, insurance, and planning.
• Supportive team environment.
• Potential for remote work flexibility.