At Luma Wealth Advisors, we understand that women appreciate working with an advisor who takes the time to listen, an advisor who they can trust.
We pride ourselves on delivering comprehensive wealth management solutions that go beyond client expectations, with an understanding that women are not all the same. Our clients have unique financial needs and professional goals. They want different things out of life, and face their own challenges and life circumstances. We are dedicated to helping our clients create a wealth plan that helps them through life’s transitions so that they achieve their personal dreams.
It is equally important to us to have a team of knowledgeable advisors who embrace our philosophy, enjoy working together and are dedicated to what they do. We foster a collaborative team environment, where new ideas are welcome and colleagues work together to deliver exceptional results that set us apart.
Current Openings –
Luma Wealth Advisors CPA Analyst (2018)
Luma Wealth is looking for a CPA with a background in individual tax compliance who is interested in pursuing a career in personal financial planning. The CPA Analyst will be responsible for the preparation of client core deliverables, as well as tax compilation, planning and compliance. Download the details of the position, requirements and process.