Wealth Advisor

We are seeking a skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment management services to our clients. You will work closely with clients to understand their financial goals and develop personalized strategies to help them achieve those goals.

Job Responsibilities:

• Conduct thorough financial assessments and analysis for clients.
• Develop customized financial plans based on clients' needs and objectives.
• Provide advice on investment strategies, asset allocation, and portfolio management.
• Assist clients in managing their wealth, including tax planning, estate planning, and retirement planning.
• Stay up-to-date with industry trends, market conditions, and regulatory changes.
• Build and maintain strong relationships with clients through regular communication and reviews.
• Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions.

To excel in this role, you should possess the following skills:

• Strong knowledge of wealth management principles and practices
• Proven experience in account management and portfolio management
• Familiarity with asset management techniques and strategies
• Understanding of tax implications related to financial planning
• Excellent communication and interpersonal skills
• Ability to analyze complex financial data and provide clear recommendations
• Proven track record of successful financial sales
• Knowledge of cash management techniques
• Proficiency in investment management software and tools

Candidate Characteristics:

• Accepts personal ownership for commitments and goals
• Effectively communicates, expresses ideas clearly, persuasively, and effectively
• Exemplary relationship skills
• Professional conduct with peers
• Enthusiasm to provide world-class service to our clients
• Ability to organize and prioritize in a timely manner
• Attention to detail and reliability
• Willingness to expand knowledge and expertise
• Position is currently hybrid remote but does require some willingness to periodically see clients face-to-face throughout the Bay Area and the Central Valley.

Education/Experience Requirements:

• College Degree
• Seven (7) to ten (10) years of financial planning and/or investment management experience.
• CFP Designation preferred. Will consider candidates who have passed the CFP Exam and are in the process of completing the CFP experience requirement.
• Must have valid driver’s license.

If you are a motivated individual with a passion for helping clients achieve their financial goals, we would love to hear from you. Join our team as a Wealth Advisor and make a meaningful impact on the lives of our clients.

Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, duties, skills, or qualifications required for the role.

Job Type: Full-time

Pay: $200,000.00 - $250,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift

Ability to Relocate:

• Walnut Creek, CA 94597: Relocate before starting work (Required)

Work Location: Hybrid remote in Walnut Creek, CA 94597