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Associate Wealth Manager

Employer
Waypoint Wealth Partners
Location
94941, Mill Valley, Bay Area
Salary
Compensation commensurate with skills and experience
Closing date
Oct 28, 2022

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

We are a dynamic, rapidly growing independent wealth management firm in the Bay Area that offers comprehensive wealth management services to individuals and families. We specialize in working with successful families in their peak career years and peak parenting years, addressing the myriad of decisions facing this demographic. 

We are seeking to add a new Associate Wealth Manager to our team to support our advisors and provide exceptional service to our expanding client base. We need an outstanding person. A problem solver with a keen attention to detail. Someone with excellent verbal and written communication skills and a positive, can-do attitude.

Duties & Responsibilities

  • Partner with and support the Wealth Managers on 50 - 60 client relationships to best serve our clients and help them make sound financial decisions
  • Have a working knowledge for all your clients and manage all client data in the WWP systems
    • Update CRM with action items and notes so we always have a complete client record
    • Update client roadmap before and after client meetings or as client updates occur
    • Maintain and organize client file
  • Ensure all client tasks, requests and communications are taken care of on a timely basis
  • Assist advisors in preparing for client meetings, take notes in client meetings and provide detailed follow up directly to the client
  • Gather client information and create or update planning projections 
  • Assist clients with the implementation of recommendations, working with CPAs, attorneys, or other professionals as needed
  • Perform various analysis (for example, education funding, stock options, insurance needs, etc.) and document and communicate recommendations
  • Partner with Client Service Associate during client onboarding process and with custodian paperwork and money movement requests
  • Be back-up to Client Service Associate on all custodian requests
  • Help develop tools and templates to assist with the efficient delivery of our service offering
  • Contribute to a professional and energetic working environment

Skills & Qualifications Required

  • 2+ years of financial services industry experience and college degree
  • Ideal candidate will have their CFP or be enrolled in a CFP program
  • Personable, responsive, engaging, and a client first attitude
  • Mature, self-starter, willing to take complete ownership of areas of responsibility
  • Ability to work independently and take direction from multiple parties
  • Good problem-solving skills and attention to detail
  • Strong computer skills including advanced proficiency with Excel, PowerPoint and Word
  • Experience with the following applications is highly desirable:
    • Redtail CRM, Schwab, Fidelity, Tamarac and MoneyGuidePro

Salary and Benefits

The firm offers comprehensive benefits that include:

  • Compensation commensurate with skills and experience
  • 15 days paid vacation and 10 paid holidays
  • Quarterly bonus program
  • 401k plan and employer profit sharing contribution
  • Medical, dental, and vision insurance
  • Ability to purchase long-term disability and life insurance at group rates
  • Professional development budget
  • Complimentary financial planning and investment management for you and your direct family members

Applications

  • Qualified applicants should submit a cover letter and resume to admin@waypointwp.com

Company

We are a dynamic, rapidly growing independent wealth management firm in San Francisco that offers comprehensive wealth management services to individuals and families. We believe passionately in the value of deep financial and life planning being integrated with investment management services to provide the best outcome for clients. We specialize in working with successful individuals and families in their peak career years, many of which are also in their peak parenting years, addressing the myriad of decisions facing this demographic.
Find Us
Telephone
8777684802
Location
595 Market St
Suite 2550
San Francisco
CA
94105
US
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