Advisor
$110,000–$165,000 year
On-siteWalnut Creek, California, United States
Job Summary
Support Senior and Lead Advisors with financial planning and investment management for clients, acting as the primary point of contact for select accounts. Develop and present financial planning strategies, lead new client onboarding, and own follow-up actions on meeting execution. Program client-specific meetings and serve as a subject matter expert on planning software while collaborating with the Client Services Team to ensure seamless delivery. Lead firm project work, contribute to the Investment Committee, and mentor Associate Advisors. Requires a CFP® designation and 4+ years of client-facing experience.
Required Qualifications
- CFP® designation
- Bachelor's degree
- 4+ years of experience as a client-facing financial advisor
Desired Qualifications
- CPA and CFA designations
- Leadership experience
- Experience with custodial platforms (Schwab, Fidelity, etc.)
- Excellent communicator (verbal, written and listening)
- Strong interpersonal skills (integrity, humility, respect, empathy)
- Ability to prioritize and manage multiples tasks and client relationships
- Extensive and up-to-date knowledge of financial planning and investment topics
- Effective at time management
- Team player who can work effectively in a collaborative environment
- Proficient in Microsoft Office Suite
- Past use of CRM system
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