High-Income Client Strategist

5 days ago


Salt Lake, Utah, United States Wilson Hand LLC Full time

**Job Opportunity: High-Income Client Strategist**

We are seeking an experienced professional to join our team as a High-Income Client Strategist. This role requires strong skills in financial analysis, statement preparation, and regulatory compliance.

In this position, you will play a vital role in sourcing and sales of our tax mitigation products and services. Your expertise will contribute to our overall success and help us grow as a company.

We offer a highly competitive compensation package, with commissions ranging from 4% to 10% on all new sales. Many of our successful Strategic Partners make between $100,000 and $200,000 per year.

The estimated annual salary for this role is $140,000-$200,000, based on the national average in the United States.

Key Responsibilities:

  1. Sourcing and sales of tax mitigation products and services
  2. Financial analysis, statement preparation, and regulatory compliance

Requirements:

  • Experience as a CPA/JD/LLM or in the Financial Planning Industry (1+ years)
  • Strong communication and leadership skills

About Us:

At Wilson Hand LLC, we celebrate diversity and support our differences. We believe that employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. As an equal opportunity workplace, we are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.


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