Financial Planner - Advisor

Sausalito, California
Commensurate with Experience+Medical, Vision, Dental, 401(k)
Mar 25, 2021
Apr 24, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Main Street Research is a privately held, registered investment advisor serving a select group of individuals and institutions since 1993. Our clients depend on our trust and reliability. There are several characteristics we are looking for in the ideal candidate.

We are a fast growing firm seeking an investment professional with financial planning experience and some knowledge of investment markets. The ideal candidate will be a Certified Financial Planner certificant (CFP) and have experience effectively communicating with high net worth clients. Familiarity or hands on experience with Money Guide Pro and portfolio reporting technology such as Advent is necessary. This is a role for someone who enjoys learning and communicating their knowledge of planning and investments with clients and who enjoys the satisfaction of delivering a high-end service. A strong financial planning background is important and a willingness to convey our view of investment markets to clients is essential.

In this role the candidate will work with a team of senior partners and other planners who will provide continuous support for their success at the firm. We are looking for someone who likes to be a part of a team that is working toward a common goal. Compensation and benefits are very competitive.