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Associate Advisor

Employer
Silver Oak Wealth Advisors
Location
Working from home
Salary
Starting at $55,000 + bonus + benefits
Closing date
Aug 9, 2021

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Entry Level
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Job Details

To apply for this financial planning career position, please submit information to admin@silveroakwa.com

 and find more information about the company on www.silveroakwa.com

What we offer:

Silver Oak Wealth Advisors, LLC is an independent, fee-only RIA firm working with high-net-worth individuals and families to help them achieve their best financial well-being. We are seeking a virtual Associate Advisor who will be working closely with the advisory and support team in providing effective, high-touch comprehensive wealth management services that reflect both empathy and expertise. This job has no geographic restriction but may need to travel to Los Angeles a few times a year for team building and selective meetings.

We strongly value our inclusive and collaborative company culture. As the Associate gains competence, experience and embodies the firm’s core values, the role will expand and take on greater responsibilities in client relationship management and business development if desired.

Responsibilities:

  • Attend client meetings on a regular basis. Prepare and organize information for client meetings, take notes and follow up with clients for action items, with attention to detail and accuracy.
  • Track client information and interactions, manage workflow and generate reports using various software and tools.
  • Interact with clients professionally, respectfully, with good listening skills.
  • Perform portfolio and financial planning analysis.
  • Assist with investment research and portfolio analysis and learn how to balance portfolios and recommend trades.
  • Participate in Investment Committee Meetings and coordinate with third-party consultants and fund managers.
  • Research and pursue topics relevant to advisory competency, synthesize and report on information gathered from publications, conferences, and relevant meetings
  • Research and suggest new technology tools as appropriate
  • Participate in team-building activities, including staff meetings, strategic planning retreats, goal-setting (firm and personal), ongoing team gatherings, and meetings.

Candidate Requirements:

  • Bachelor’s degree from an accredited institution
  • Demonstrated passion for the profession
  • No direct experience required but previous professional experience is desired
  • Completed or in pursuit of the CFP® designation is preferred
  • Strong interpersonal, written, and communication skills
  • Strong financial and analytical skills
  • Advanced proficiency with MS Excel
  • Must be a self-starter, problem-solver, and goal-oriented team player who is self-reflective, and with a commitment to continuous learning and personal growth

Benefits:

  • Competitive salary based on education, experience, and credentials
  • Established fast career track
  • Professional development budget for CE, professional dues, conferences, and training
  • Excellent mentorship and learning opportunities
  • Company contribution towards group 401(k) and profit-sharing plan after one year
  • Full coverage of health, dental and vision insurance after 2-month of onboarding

 

 

Company

Linda, President of Silver Oak Wealth Advisors, has been providing Silver Oak clients with comprehensive wealth management services since 2005 and is responsible for the day-to-day operations of the firm. In her role as advisor, Linda works closely with each client to develop a customized financial plan centered on their core values. Linda consults on wealth protection, enhancement and transfer issues, and designs an investment portfolio that reflects each client’s unique risk profile and financial needs.In addition to her strong analytical skills and financial knowledge, Linda brings with her a deep and genuine interest in helping clients to achieve a balanced and fulfilled life with the resources they have. She strives to support and inspire her clients to make sound financial decisions by infusing their life dreams, goals and purpose into their spending, investments, risk management, and estate plans. She is a licensed Certified Financial Planner (CFP®) and Certified Financial Transitionist (CeFT®). She actively hosts Women’s Circle to “change the conversation” about personal finance for women and participates in advisory communities to empower, educate, and engage women in the management of their personal finance. She also specializes empowering widows to lean into life, build resilience and make a positive difference in the world.Before joining Silver Oak Wealth Advisors, LLC, Linda worked for four years in Beijing, China and six years in Connecticut at Fortune 500 companies as a business analyst. Linda received her Bachelor of Arts degree from Beijing Foreign Studies University and her MBA in Finance from New York University’s Stern School of Business. Linda lives in West Los Angeles with her family and enjoys reading, yoga & meditation practice, traveling and social activities with family and friends.
Find Us
Telephone
310.207.4800
Location
10866 Wilshire Blvd Ste 1270
Los Angeles
CA
90024
US
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