Confidence Wealth Managment

Deliver proactive tax planning, integrated strategies, and compliance services for high-net-worth individuals and business owners. Collaborate with Wealth Advisors to align tax considerations with holistic financial, investment, and estate planning objectives.

Manage the operational backbone of the firm by processing investment and insurance paperwork and maintaining accurate CRM data. Coordinate client onboarding and underwriting processes to ensure a seamless experience and free advisors from operational drag.

The Financial Controller will own the firm's financial operating rhythm, managing payroll, contractor payments, and financial reporting. They are responsible for strengthening financial discipline, identifying risks, and providing leadership with clear financial summaries.

The role involves managing daily tasks, priorities, and projects while ensuring no items are overlooked. The coordinator will handle inbox management, general coordination, and proactively resolve operational issues.