Associate Wealth Advisor
1. Masters degree in tax, financial planning, or finance
2. CFP, EA, CFA or CPA required or pursuing.
3. 2-5 years minimum experience
4. Our firm helps pre-retirees and retirees. A number of whom are highly successful and educated attorneys, business owners and other professionals.
5. We have a growing emphasis in assisting families in the disability community where planning for the initial and ongoing care including funding for those who need extra help is a passion of our founder and firm. Our founder Jeff Vistica recently spoke at ASNP 2025
6. Knowledge of tax compliance and planning techniques for special needs trusts (and trusts and estates in general) will be necessary knowledge to have or strong desire to obtain and develop expert knowledge over time.
7. Strong desire for and pursuit of lifelong learning including desire to help disability community and their families coordinate thorough tax, estate and financial plans across multiple generations.
8. Full-time position. Hybrid in time but would want the role to start in person. Office is in Carlsbad, also have presence in Sacramento as well as clients in several states.
9. Strong tax foundation and possibility of helping to building out tax planning/compliance department where most/all tax clients will engage us for overall wealth advisory services so the ability to think strategically and pro-actively in planning for income tax/estate tax reduction and wealth transfer planning is critical to the success of the firm's clients.
10. Minimum base salary to be determined based on experience, potential, etc.
11. There will be notable upside over time
12. Benefits would include health insurance, PTO, annual team trip and 401(k) with safe harbor matching and discretionary profit-sharing plan would be made available once eligibility is met.
13. Bonus arrangement would be determined.
14. Expectation and commitment to ongoing CE - attend field specific CE conferences such as annual AICPA conference, Special Needs Symposium, Academy of Special Needs Planners annual conference and/or other tax & planning institutes such as Hawaii Tax Institute or Stetson.
15. Knowledge of typical financial planning related software: we utilize Money Guide Pro and Wealth Studios, Holistiplan for tax and estate planning, WealthBox CRM, etc.
16. More information on our team: https://www.visticawa.com/who-we-are