Careers at Bernicke Wealth Management

Be part of a great team.

Bernicke Wealth Management invests in our talent to create strong, capable teams to support our clients.

Working for Bernicke

  • Exposure to leading technologies within the Investment Management industry
  • Ability to explore different career paths
  • On the job training and cross training
  • Opportunity to expand knowledge of the industry through continued education
  • Access to multiple professionals in Investment Management, Retirement Planning, Estate Planning, Tax Minimization, Income Planning, Insurance/Risk Management, 401k Retirement Planning
  • Part of a dynamic team of individuals driven to best serve our clients
  • Flexibility in work schedule

Benefits may include:

  • 401k with Company Match
  • Flexible Spending Accounts – Medical and Dependent Day Care Expense
  • Life Insurance
  • Long- and Short-Term Disability Insurance
  • Health, Dental, Vision Insurance
  • Employee Assistance Program (EAP)
  • Paid Time Off
  • Goodwill Opportunities
  • Paid Holidays
  • Wealth Management Services

Current Positions

  • Certified Public Accountant (CPA)

    About Us & Opportunity:
    Bernicke Wealth Management's focus is to help our clients navigate life's moments through holistic wealth management. We are a growing firm and Ty Bernicke, President, has been recognized by Forbes as Best-In-State Wealth Advisor in both 2018 and 2019. As a result of recent growth we are seeking a CPA who is interested in making a career change to the wealth management industry. This position will entail assisting our high net worth clients in tax and financial planning strategies. This position will also require helping clients and other advisers within the firm analyze individual and business tax returns in conjunction with other key financial data to develop appropriate strategies. Previous experience in the wealth management industry is not required for this position. Expected start time would be after the 2020 tax season.

    Qualifications:
    • CPA with 3+ years of experience
    • Experience preparing individual and small business tax returns.
    • Strong communication skills
    • Desire to work collaboratively with clients and fellow employees
    • Positive and ambitious attitude

    Primary Responsibilities:
    • Working directly with clients to gather and maintain financial data and goals
    • Work collaboratively with our team of advisers and specialists to help high net worth clients develop appropriate tax minimization techniques and financial strategies
    • Analyze individual and business tax returns for potential opportunities
    • Work collaboratively with our clients' Attorneys, Accountants and other key advisers
    • Assist in helping develop and build long term client relationships

    Compensation:

    • $70,000 - $130,000 per year based upon experience.

    Benefits:
    • Health insurance
    • Retirement plan
    • Paid Time Off
    • Bonuses
    Contact Us