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Tax Professional Partner (CPA / EA): Add Investment Advisory Services

Your clients already trust you with their taxes. BluePrint Investments and Tax Planning is a turnkey investment advisory platform built for CPAs, EAs and tax professionals who want to offer investment management and financial planning to those same clients, without building an RIA of their own. Read the full posting on The Vested Network.

At Blueprint Investments and Tax Planning

Employer type: RIAIncline Village, NVRemoteEmployment type: ContractRequires: CPA, EA, Series 65Date posted: Sep 25, 2026Apply by: Oct 25, 2026
Apply by Oct 25, 2026 ↗Originally posted on thevestednetwork.com ↗
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