Murphy Wealth Management Group,serving clients for over 35 years, is seeking a Wealth Advisor/Tax Preparer to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization! Strong opportunity to become an Equity Owner in our firm.
Our mission at Murphy Wealth Management Group is helping retirees pursue their dreams for retirement. The Wealth Advisor/Tax Preparer plays a pivotal role in attracting and retaining clients by incorporating their tax planning and preparation into their overall Financial Plan.
Description
The Wealth Advisor/Tax Preparer will assist in the creation and maintenance of the Comprehensive Financial Plans for the firm’s clients; meet with clients with a team approach; focus on client needs in the areas of Medicaid planning, advanced estate planning, cash flow and retirement planning. The primary focus throughout the year will be on the financial planning side with tax preparation in the Spring during Tax Season.
Responsibilities & Activities
· Assists in research.
· Assists in developing client presentations.
· Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
· Promotes the firm’s wealth enhancement and planning services.
· Promotes established investment models and strategies that are suitable for our targeted clients.
· Prepares and files client tax returns and amendments as needed
· Adheres to all company and industry supervisory guidelines and policies.
· Participates in required meetings, training, and continuing education requirements.
· Assists the Firm’s Principal Wealth Advisors as requested.
· Performs other duties as assigned.
Education Requirement:
· Bachelor Degree
· Prefer Series 7, 63 & 65 licensing
· Prefer CFP credentials
Knowledge, Skills, & Abilities:
· Excellent verbal, written, presentation and interpersonal communication skills.
· Excellent relationship management skills.
· Superior social media skills (Facebook, Instagram, X, and LinkedIn)
· Superior business development skills.
· Excellent attitude and an extraordinary client service orientation.
· A genuine interest in serving and caring for clients.
· Excellent organizational and time management skills.
· A burning desire to succeed.
· Proficiency with Microsoft Office Suite.
· Bachelor's degree or CFP Designation preferred.
· Attendance is an essential function.
Experience:
· Minimum 3 years
Salary:
· $80,000 – $100,000+
· Bonus
· Health Insurance
· 401k/Profit Sharing Plan
We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.
For more information about our company, please visit our website www.murphywealth.com.
If you’re interested in this opportunity, please send your resume and letter of interest to Daniel J Murphy <dmurphy@murphywealth.com>.Given the high demand for this position, we’re only able to contact the most qualified candidates.
Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
Benefits:
Compensation package:
Weekly schedule:
Work setting:
License/Certification:
Ability to Commute:
- Fishkill, NY 12524 (Required)
Ability to Relocate:
- Fishkill, NY 12524: Relocate before starting work (Required)
Work Location: In person