Role Description This full-time remote role focuses on providing comprehensive wealth and tax planning consulting to individual and institutional clients. The Wealth & Tax Planning Consultant will analyze client financial situations, develop tailored planning strategies, and recommend tax-efficient solutions in alignment with client goals and risk tolerance. Daily responsibilities include conducting detailed financial and tax planning reviews, preparing client reports and recommendations, and collaborating with internal teams to integrate investment, estate, and retirement planning. The Consultant will hold regular client meetings, proactively identify planning opportunities, and maintain accurate documentation to support compliance and high-quality service. Experienced advisors are encouraged to apply and will have the opportunity to refine best practices, contribute to firm-wide strategy, and help mentor team members.
Qualifications
- Strong Analytical Skills to interpret complex financial data, tax regulations, and planning scenarios.
- Demonstrated Planning and Financial Planning abilities to design and implement comprehensive wealth and tax strategies.
- Excellent Communication capabilities for explaining complex concepts clearly and building trusted client relationships.
- Proven Consulting experience in advising clients, diagnosing needs, and delivering actionable recommendations.
- Relevant professional credentials such as CFP, CPA, EA, or other financial planning/tax designations are highly beneficial.
- Experience in wealth management, tax planning, or financial advisory services, preferably working with high-net-worth clients.
- Proficiency with financial planning tools, tax software, and CRM systems, along with strong attention to detail and organizational skills.
- Ability to work independently in a remote environment, uphold high ethical standards, and align with AIP’s client-first values.
