UNKNOWN

FEED

If you’re ready to move from managing work to building something meaningful, with the backing of a strong platform and a culture that actually supports your life outside of work, this role offers the chance to create both professional and financial upside in a way that few opportunities can. Deliver Strategic Client Impact - Act as a senior advisor on complex engagements, leveraging the firm’s full-service model to deliver comprehensive solutions across tax, advisory, wealth, and beyond.

Role Overview  This is not a “maintain the book” role. It’s a build-and-scale opportunity. A Top US CPA and advisory firm is looking for a Healthcare Practice Leader to take an established platform and grow it into a $10M+ business over the next few years. The infrastructure, client base, and cross-functional capabilities are already in place. The missing piece is a leader who can connect the dots, unlock growth, and expand into new markets. You’ll operate as both a trusted advisor to healthcare clients and a strategic leader internally, shaping the future of the firm’s healthcare vertical. If you’re someone who enjoys building, not just managing (and you want the backing of a full-service platform) this is a rare opportunity to create something meaningful with real upside.Employee Value Proposition  This role offers the chance to step into a true career move, not just a job change. You’ll have the autonomy to build a high-growth healthcare practice while leveraging a platform that includes tax, advisory, wealth, trust, and technology services. Unlike firms that demand growth at the expense of culture, this organization is deeply committed to balance, flexibility, and long-term success for both clients and employees. With a clear path to partnership and access to an untapped pipeline of opportunities, this is an environment where a strong leader can significantly increase both impact and earnings without sacrificing quality of life.What You’ll Be Responsible ForBuild & Scale the Practice - Take ownership of a growing healthcare book and expand it into a $10M+ business by moving into new markets and deepening client relationships.Drive Business Development - Lead from the front in building relationships with healthcare providers: physicians, dental groups, and clinics, positioning the firm as a long-term advisory partner.Lead & Develop the Team - Mentor and grow a team of professionals, creating a high-performance environment that balances technical excellence with career development.Deliver Strategic Client Impact - Act as a senior advisor on complex engagements, leveraging the firm’s full-service model to deliver comprehensive solutions across tax, advisory, wealth, and beyond.What Makes This Different <ul><li>Real Growth Opportunity: Untapped markets and existing pipeline = immediate upside </li><li>Full-Service Platform: Cross-sell into wealth, trust, and tech drives higher-value relationships </li><li>Partner Track: Clear path to equity and long-term ownership </li><li>Culture Matters: High performance without burnout, the flexibility and family-first mindset are real </li><li>Builder Role: You’re not inheriting a finished product, you’re shaping what this becomes </li></ul>Ideal Background <ul><li>Experience in public accounting or advisory, ideally with healthcare clients </li><li>Proven ability to grow client relationships or a book of business </li><li>Leadership experience developing teams and mentoring talent </li><li>Strong client-facing presence with a consultative mindset </li></ul>Why it's Worth Considering If you’re ready to move from managing work to building something meaningful, with the backing of a strong platform and a culture that actually supports your life outside of work, this role offers the chance to create both professional and financial upside in a way that few opportunities can.

GOOD WORKS TALENT

Health Care Division Leader - Partner Track (Remote/Hybrid)

Business Development

Career Development

Certified Public Accountant (CPA)

Cross-Functional

Cross-Selling

Customer Relations

Healthcare

Healthcare Providers

Hospital/Healthcare Construction

Leadership

Mentoring

Public Accounting

RMON

Crelate

FULL_TIME

YEAR

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE LOCATION: Remote / Hybrid, United States JOB TYPE: Full-Time SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses) ABOUT THE ROLE We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention. RESPONSIBILITIES<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Prospect new clients through networking, referrals, and business development</li><li style="margin-bottom:11px">Conduct financial needs analysis and fact-finding interviews</li><li style="margin-bottom:11px">Educate clients on retirement planning, life insurance, disability insurance, and investment options</li><li style="margin-bottom:11px">Support portfolio implementation including mutual funds and insurance products</li><li style="margin-bottom:11px">Maintain client relationship management (CRM) records</li><li style="margin-bottom:11px">Ensure regulatory compliance and documentation standards</li><li style="margin-bottom:11px">Participate in licensing preparation and professional development</li><li style="margin-bottom:11px">Deliver ongoing client service and relationship management</li></ul>REQUIRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">High school diploma or equivalent</li><li style="margin-bottom:11px">Ability to obtain Life and Health Insurance license</li><li style="margin-bottom:11px">Strong communication and consultative sales skills</li><li style="margin-bottom:11px">Comfortable with prospecting, lead generation, and client acquisition</li><li style="margin-bottom:11px">Basic proficiency with CRM software and Microsoft Office</li></ul>PREFERRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Bachelor’s degree in Finance, Business Administration, Economics, or Marketing</li><li style="margin-bottom:11px">1+ year of experience in sales, banking, insurance, financial services, or customer service</li><li style="margin-bottom:11px">Active Life and Health Insurance license</li><li style="margin-bottom:11px">Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66</li><li style="margin-bottom:11px">Interest in Certified Financial Planner (CFP) track</li></ul>BENEFITS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">W-2 employment status</li><li style="margin-bottom:11px">Commission-based compensation with residual income</li><li style="margin-bottom:11px">Performance bonuses and production incentives</li><li style="margin-bottom:11px">401(k) with company match</li><li style="margin-bottom:11px">Medical, dental, vision, life, and disability insurance</li><li style="margin-bottom:11px">Licensing sponsorship (if applicable)</li><li style="margin-bottom:11px">Structured mentorship and financial advisor training program</li><li style="margin-bottom:11px">Flexible scheduling</li></ul>ABOUT THE COMPANY The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support. EQUAL OPPORTUNITY EMPLOYER STATEMENT We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.  We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.Powered by JazzHR

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Health Care Division Leader - Partner Track (Remote/Hybrid) GOOD WORKS TALENT

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

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