Job Openings at Chicory Wealth
Check back often to learn about openings at our company
Check back often to learn about openings at our company
Chicory Wealth is a progressive financial planning firm that aspires to a more just and sustainable world by helping our clients integrate money and meaning. We engage our clients in a comprehensive life planning process and seek to help them operationalize their plan by investing in ESG/socially conscious focused portfolios and various forms of direct impact investments.
Chicory Wealth is currently seeking a Tax Associate to join our fully remote team. As part of our tax practice, you will provide tax preparation services to the firm’s financial planning and wealth management clients. In addition, outside of tax season, you will support our advisors by constructing comprehensive tax planning analyses for our clients. A well-qualified candidate will have experience in the personal finance space and will be well versed in understanding the close correlation between financial planning and taxes.
Responsibilities:
What makes you a great fit:
Working at Chicory Wealth:
To Express Interest:
Please share a little about yourself and interest in this opportunity by including a cover letter with your resume and send to [email protected].
We are always looking to connect with talented individuals aspiring to become financial planning advisors.
Chicory Wealth is a progressive financial planning firm that aspires to a more just and sustainable world by helping our clients integrate money and meaning. We engage our clients in a comprehensive life planning process and seek to help them operationalize their plan by investing in ESG/Socially Conscious focused portfolios and various forms of direct impact investments.
We focus on our mantra in how we treat clients and each other. It’s why we offer: three weeks of vacation your first year, up to 16-weeks of caregiver/parental leave, remote work to help maintain work/life balance and reduce our carbon footprint, and reimbursement of CFP® certification expenses, to name just a few of our life enhancing benefits.
The Role:
This role is an apprenticeship designed to make you the best financial life planner possible. You’ll take notes, participate in client meetings, and learn what it is to be a Chicory Wealth Financial Life Planner. If you are eager to get your career started, we are looking for you! This is a fully remote role with a starting salary of $67,000.
Your Life as an Associate:
Must Haves:
To Express Interest:
Please share a little about yourself and interest in this opportunity by including a cover letter with your resume, and send to [email protected].
Want to learn more about the Chicory Wealth Team?
Want to learn more about what we do at Chicory Wealth?