Jobs at Confidence Wealth Management, Inc.

Own client relationships for affluent, pre-retiree, and retiree households. Develop and present comprehensive financial plans, integrate investment, tax, and estate strategies, manage investment allocations, lead client meetings, document recommendations, and oversee team deliverables. Build client trust, retain households, generate referrals, and grow firm assets through planning relationships. Requires CFP certification, an active Series 65 license, and at least five years of comprehensive financial planning experience.

Provides proactive tax planning, tax compliance, and integrated tax strategy for high-net-worth individuals, families, and business owners. Advises clients on investments, retirement, estate, charitable, equity compensation, business, and multistate tax matters. Prepares and reviews individual, trust, estate, and business returns; collaborates with wealth advisors and external professionals; educates internal teams; and supports tax workflows and thought leadership.