Financial Advisor, Personal Financial Planner, Tax Planning, Wealth Management
Bachelors or equivalent
We are seeking a financial planning professional with a degree in personal financial planning, finance, accounting or tax. We would prefer someone who has passed the exams to become a CFP Practitioner, Chartered Financial Analyst and/or Certified Public Accountant or who has already achieved these professional designations. Tax experience with a Big 4 or other large national accounting firm is highly desirable. We would prefer candidates with 3-5 years of experience for this position.
Candidates will be preparing personal financial plans for our clients and assisting with investment analysis and portfolio monitoring. They will also prepare personal income tax returns and tax projections on a seasonal basis. We are a small but extremely busy firm, so candidates must be able to juggle multiple projects and be willing to learn new skills on a continual basis. Teamwork is absolutely critical to our success. We sell advice, not financial products, so strong character and impeccable ethics are essential. This is a very analytical position where great attention to detail is required. Your college GPA should be at least 3.5 on a 4.0 scale, and you must have excelled in your business-related classes.
Candidates must be proficient in Word, Excel and PowerPoint. Experience with Morningstar Office and MoneyGuidePro is highly desirable. Candidates must also possess excellent written and oral communications skills, and public speaking skills are a plus, particularly formal forensics experience at the high school or collegiate level. You should enjoy teaching personal financial concepts and be willing to travel.
Additional Salary Information: Salary commensurate with experience
About Sage Financial Advisors Inc.
We are a fee-based financial advisory firm located in Scottsdale, AZ. We provide personal financial planning, tax planning, tax compliance and investment advisory services, primarily for high net worth individuals. We also conduct financial education seminars for physicians and their spouses. We manage approximately $140,000,000 on a fully discretionary basis and prepare 75-100 personal financial plans per year and approximately 80-100 tax returns per year.