Join Our Team at Premier Wealth and Tax Planning Based in Great Neck, NY

Serving Clients Nationwide

We believe great planning starts with great people. At Premier Wealth and Tax Planning, we’re proud to be a close-knit, client-focused team that’s served families and individuals across Long Island—and across the country—for decades. We’re looking for professionals who share our commitment to clarity, integrity, and truly personalized service.


If you’re passionate about helping people make better financial decisions and want to work in a collaborative, tax-aware planning environment, we’d love to hear from you.

WHY WORK WITH PREMIER WEALTH AND TAX PLANNING

Collaborative Culture
We don’t operate in silos. Our tax professionals, financial advisors, and support staff work together to give clients a cohesive, confident experience.

Client Longevity & Relationships
Many of our clients have been with us for over 20 years. That loyalty reflects our trust-based approach—and creates a more rewarding client-advisor relationship.

Professional Growth
We encourage continuing education, certification support, and ongoing learning. Whether you’re building toward CFP® or expanding your expertise, we’ll support your path.

Technology-Enabled
We offer a blend of in-person and virtual services, using secure client portals, scheduling tools, and paperless systems to support both flexibility and compliance.

Local Presence, National Reach
With roots in Great Neck and clients across the U.S., our advisors enjoy both the relationship-based feel of a boutique firm and the reach of a modern practice.

WHO THRIVES HERE

You might be a great fit for Premier if you:

  • Value building long-term client relationships, not quick transactions
  • Are comfortable discussing both financial goals and tax implications
  • Want to be part of a team that collaborates, not competes
  • Have high standards for accuracy, professionalism, and communication
  • Appreciate a stable, well-respected firm with room to grow

How To Apply

Send your resume and a brief note about what interests you to: answers@ourpremierteam.com

We review every application personally and will reach out if there’s a potential fit.