More jobs:
Tax & Financial Advisor
Job in
Nolanville, Bell County, Texas, 76559, USA
Listed on 2026-01-12
Listing for:
Goodwin Recruiting
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
Tax & Financial Advisor – Goodwin Recruiting
Our client is a respected and successful tax planning and financial strategy firm deeply rooted in the Central Texas community for over 20 years. They believe in a commitment to their clients, providing exceptional service and lifelong support for their tax and investment needs.
Responsibilities- Support our clients with both Tax and Investment services.
- Fully engage with clients by meeting them in person or over the phone to establish trusted, long‑lasting relationships.
- Critical and creative thinking to work through obstacles and offer beneficial solutions.
- CPA certified in Texas.
- Series 7 and Series 65 (or ability to obtain them upon hire).
- At least 2–3 years in the industry.
- Experience supporting clients with both their Tax and Investment needs.
- Creative, solution‑focused, and forward‑thinking relationship builder.
- Desire to be part of a collaborative team focused on truly helping clients while encouraging each other to be the best.
- Integrity, grit, and determination.
- Unlimited growth and earning potential.
- Quarterly distributions.
- Hourly compensation with significant overtime earning potential.
- Vacation and holiday pay.
- Retirement plan with company contribution starting upon hire.
- Health insurance premium—75% paid by company for employee.
- Dental, Vision, Life, Disability coverage.
- Closed the week of Thanksgiving and Christmas/New Years.
- Quarterly team outings.
- Relocation assistance.
Mid‑Senior Level
Employment TypeFull‑time
Job FunctionFinance and Sales
IndustriesStaffing and Recruiting
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