The culture at Woodmont fosters teamwork, professional development, and opportunities for advancement and benefits from a diverse set of team member experience and perspectives. We also focus on results and offer flexibility, which increases long-term retention and helps everyone best serve our clients.

If you’re interested in a career at Woodmont, please email your resumé and cover letter to

Open Positions



The general purpose of this role is to help Advisors serve Woodmont clients, with a heavy emphasis on the financial & tax planning aspects of the client relationship. Responsibilities include:

  • Assist Director of Planning in developing broad tax planning service offering for full client base
  • Support senior advisors in managing client relationships, to include ongoing communication, scheduling and preparing meeting materials, periodic check-ins, and follow up on post- meeting
    action items
  • Gather financial planning-related information from clients and assist with data input and/or review of customized financial plans, tax projections, and preparation of meeting books
  • Maintain and organize electronic files, including client notes and records in CRM
  • Work closely with ops team to facilitate seamless onboarding of new clients
  • Work collaboratively with third-party professionals including CPAs, attorneys, and insurance agents
  • Advise on ad-hoc research requests and planning analyses
  • Contribute to firm-wide efforts to improve overall client experience and firm efficiency

Important: We are a growing RIA, not bound by the traditional way of running business. We have created a culture of independent thinkers who challenge the idea of "this is how we have always done it". We constantly search for better and more efficient solutions. For the right candidate, this role presents a significant opportunity for meaningful career growth.



  • Tax compliance and/or planning experience with individuals, small businesses, trusts, nonprofits, and/or estates
  • 2-3+ years experience in the financial planning and/or public accounting industry
  • Bachelor’s Degree with demonstrated academic success
  • Proficiency in Microsoft Office Applications


  • Hold a CFP®, PFS, CPA or EA designation or willingness to work toward one or more

Ideal Candidate:

  • Committed as a fiduciary to always act in clients’ best interest and provide prompt, excellent service
  • Strong listener with the ability to develop trust and build internal and external relationships
  • Organized, with the ability to work under pressure and handle multiple tasks accurately within deadlines
  • Strong analytical abilities and attention to detail
  • Polished professional communication skills (written and verbal)
  • Comfortable working under pressure in rapidly changingnenvironment

apply now