Zuk Financial Group is a retirement planning and financial advisor firm with offices throughout California and, for the past 35 years, has specialized in the investment, tax planning and retirement needs of the educational, nonprofit and small business communities. In addition to the range of each Zuk advisor’s knowledge and experience, we are united by a shared respect for one another and a commitment to the financial planning process. We are dedicated as a group to achieving mutual success with our clients by offering the highest caliber of personal service, which we recognize to be at the core of successful and long-term client relationships.
Founded in 1982 by Paula Key PhD , CFP and Cory Zuk, CFP, Zuk Financial Group represents over 30,000 clients and has helped to allocate over a billion dollars of financial assets into a variety of security and insurance investment solutions.
We are seeking to expand our new office in Napa California, looking for a qualified individual who will work directly with the President of Zuk Financial Group and her staff. This is a unique opportunity for an advisor to be part of a large, successful practice, not requiring an existing clientele. We are looking for a team player with integrity, who places clients’ needs first. We expect that this individual will exhibit a willingness to learn all aspects of a financial planning practice as well as the planning process itself as indicated below in required responsibilities. The desire to learn, along with a strong work ethic is extremely important in achieving mutual goals.
Working directly with clients, reviewing and servicing their accounts
Tax and retirement planning as needed, utilizing a variety of software programs and approaches
Analysis of clients’ investment portfolios and investment options
Understanding and facilitation of paperwork necessary for investment transactions
Salaried Fulltime Position
Medical Insurance Coverage
401k with safeharbor and profit sharing
*Employment is conditional upon passing background and credit check; clean U-4 mandatory
Please submit cover letter, resume and salary requirements
Securities and Advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Zuk Financial Group and NPC are separate and unrelated companies.