ZipRecruiter

Log In

1

Charter Capital Jobs (NOW HIRING)

CAPITAL PREP BRONX CHARTER SCHOOL

Academic Dean

Bronx, NY · On-site

$106K - $118K/yr

Bronx, NY 10475 Academic Dean About Capital Preparatory Schools Capital Preparatory Schools is a charter school management organization operating a network of educational communities. Our mission is ...

Kestra Holdings

Financial Advisor

Brookfield, WI · On-site

Established in 1977, Charter Capital Management, LLC is a Brookfield-based registered investment advisory firm providing wealth management and tax preparation services to individual clients. We are ...

next page

Showing results 1-20

All JobsCharter Capital Jobs

Charter Capital information

See salary details

$49K

$53.2K

$58K

How much do charter capital jobs pay per year?

As of Jun 17, 2026, the average yearly pay for charter capital in the United States is $53,166.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,000.00 and $54,500.00 per year, depending on experience, location, and employer.
Infographic showing various Charter Capital job openings in the United States as of June 2026, with employment types broken down into 2% Locum Tenens, 89% Full Time, 5% Part Time, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,166 per year, or $25.6 per hour.

Associate Financial Advisor

Kestra Holdings

Brookfield, WI • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days ago

Job description

Established in 1977, Charter Capital Management, LLC is a Brookfield-based registered investment advisory firm providing wealth management and tax preparation services to individual clients. We are seeking a CPA with tax preparation experience who is also interested in a career in the wealth management field.
Job Duties:
  • Prepare client tax returns and tax estimates
  • Assist Lead Advisor in carrying out planning, analysis, investment and other decisions that affect client relationships
  • Prepare, review, and update financial plans, including working with clients to obtain the necessary information and ensure that it is accurately reflected in the plan
  • Coordinate the transfer of client assets to the firm during new client onboarding, working closely with the operations team
  • Work with Lead Advisors to develop and implement asset allocation strategies
  • Rebalance portfolios as needed or as directed by the Lead Advisor working with the client
  • Participate in client meetings and add value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information
  • Create custom worksheets and analysis where needed to answer client questions or research investment opportunities
  • Utilize the firm's CRM and reporting platform (Advyzon) to create reports, manage workflows, and track client meetings, activities and tasks
  • Perform occasional administrative duties as needed to support small office, including preparing paperwork, placing trades, executing fund transfers, etc.
  • Train entry-level positions as needed
  • Grow existing client relationships by adding more assets under management, identifying opportunities for additional services and seeking referrals

Qualifications:
  • Bachelor's Degree required
  • Licensed CPA required
  • Minimum 3 years' experience in individual tax preparation
  • Series 65 licensed or willing to obtain within 18 months of hire
  • Proficiency with Lacerte or other tax preparation software, Excel, and Quickbooks applications preferred
  • Excellent verbal and written communication skills
  • Works well within a small team setting

BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
  • You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

Apply