Careers
For anyone hoping to find a career with a company they love, Destiny Wealth Partners provide an outstanding work environment and company culture. Our team is the heart of Destiny Wealth Partners.
We offer unique career opportunities to top-tier candidates who are committed to ensuring our clients receive the best possible attention to their financial/investment needs.
Our crucial management, advisor, and administrative positions require candidates who have both the requisite experience and a total commitment to providing the unmatched quality of service we have built our reputation on.
Please contact us through the quick contact form on the right of this page if you’re interested, and attach your cover letter and resume.
Bookkeeper
ABOUT THE FIRM:
Destiny Wealth Partners is a highly regarded independent RIA which conducts business as Destiny Family Office, Ruggie Wealth Management, and Nichols Wealth Partners. Under the leadership of Founder and CEO Thomas Ruggie, ChFC®, CFP®, who has over 30 years of experience in the industry, Destiny Wealth Partners is committed to providing sophisticated investment opportunities and comprehensive financial services to help our clients achieve their financial goals. We manage accounting records for multiple organizations.
POSITION: BOOKKEEPER
JOB SUMMARY:
We are seeking a detail-oriented bookkeeper with a passion for numbers and a proven track record in multi-organization accounting environments. The ideal candidate will be adept at problem-solving and maintain a positive attitude while managing complex financial tasks.
DUTIES AND RESPONSIBILITIES:
- Maintain general ledgers and record financial transactions for multiple organizations
- Reconcile accounts and ensure balance sheet and income statement accounts align with source documents
- Manage accounts payable and receivable
- Prepare and file periodic sales tax returns
- Monitor and categorize expenses accurately
- Handle accounting department inquiries and route complex issues to appropriate personnel
- Assist with payroll processing and client billing as needed
- Perform special projects and other duties as assigned
QUALIFICATIONS:
REQUIRED:
- 3+ years of progressive experience in multi-organization bookkeeping
- Proficiency in QuickBooks accounting software and Microsoft Office (Excel and Word)
- Strong attention to detail and organizational skills
- Excellent interpersonal and communication skills
- Ability to explain complex financial information to non-finance stakeholders
- Team player with a customer service focus
PREFERRED:
- Experience with Salesforce, Microsoft Teams, and Outlook
- Proficiency in Generally Accepted Accounting Principles (GAAP)
- Familiarity with corporate tax accounting requirements
ADVANCEMENT OPPORTUNITIES:
Career growth in this role is based on:
- Demonstrated ability to prioritize tasks effectively
- Consistent, accurate, and timely completion of projects
- Exhibition of leadership skills and autonomy
COMPENSATION:
Compensation is offered as an hourly rate, commensurate with experience
Wealth Advisor
Nichols Wealth Partners
Boca Raton, FL
ABOUT THE FIRM:
Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you.
DESCRIPTION:
The Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm’s clients, the Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Nichols Wealth Partners.
RESPONSIBILITIES & ACTIVITIES:
- Develops new client relationships.
- Sources prospective client opportunities by capitalizing on networking and referrals.
- Follows up on firm-generated leads.
- Guides prospective clients through sales process.
- Will take client through sales process.
- Services and delivers financial planning to client base.
- Assists in research.
- Assists in developing client presentations.
- Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
- Promotes the firm’s wealth enhancement and planning services.
- Promotes established investment models and strategies that are suitable for our targeted clients.
- Adheres to all company and industry supervisory guidelines and policies.
- Participates in required meetings, training, and continuing education requirements.
- Assists the Firm’s Principal Wealth Advisor as requested.
- Performs other duties as assigned.
INDUSTRY EXPERIENCE REQUIREMENTS:
- Sales experience.
- At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.
- Active Series 7 and 63 licenses.
- Active Series 65 or 66.
- Life, Health, and LTC Licenses.
- Clean U-4 and U-5 history.
- Certified Financial Planner (CFP) (preferred but not necessary).
KNOWLEDGE, SKILLS & ABILITIES:
Requires:
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Excellent relationship management skills.
- Superior business development skills.
- Excellent attitude and an extraordinary client service orientation.
- A genuine interest in serving and caring for clients.
- Excellent organizational and time management skills.
- A burning desire to succeed.
- Proficiency with Microsoft Office Suite/Emoney/Morningstar.
- Bachelor’s degree or higher strongly preferred.
We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.
Positions Available
Bookkeeper
Wealth Advisor
