<p><strong>The Opportunity</strong></p> <p>This role is designed for an experienced CPA who is ready to transition from public accounting into a client-focused wealth management career—without the billable hour pressure, overtime demands, or business development expectations that define public firm life. There is no sales requirement in this role.</p> <p> </p> <p>This is a Monday-Friday position with no overtime requirements and no billable hour targets—a meaningful distinction for CPAs accustomed to the demands of public accounting.</p> <p> </p> <p>As a Wealth Management Associate, you will collaborate directly with our senior advisors to develop and deliver comprehensive financial plans aligned with each client’s unique goals and values, with a particular emphasis on tax planning and strategy for high-net-worth individuals, estates, and trusts.</p> <p> </p>...