Associate Financial Planner/Wealth Advisor

Would you like to be the next Senior Financial Advisor of Atlas Private Wealth Advisors’ Santa Rosa, California branch office? The practice is already well-established and successful. The current Senior Advisor has 30 years of experience and is planning to step down in the next two years. Your goal is to succeed her. She will work side-by-side with you to assure continuity and a smooth transition for you and our clients. The owner, Atlas Private Wealth Advisors, will provide you with the resources, training and support needed to maintain and grow the business. Starting Position: Associate Financial Planner/Wealth Advisor; Atlas Private Wealth Advisors, LLC, Santa Rosa, California Branch Office. The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Wealth Advisors provides a high level and broad range of technical and client management support as part of a financial counseling team and assists in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance. Job Details:

• Full-time
• Starting Salary: $75,000 - $100,000
• In office work required; remote work limited.
• Desired Skills/Requirements:
• Minimum two years’ experience working as a Wealth Advisor, Financial Advisor or Financial Consultant
• Certified Financial Planner designation or the successful and timely completion of the CFP program is required.
• Securities Licenses required: Series 7; Series 65 or 66.
• Bachelors or Advanced College Degree
• Demonstrable attention to detail.
• Proven relationship building and business development skills
• Excellent communication skills, written and verbal
• Positive, upbeat personality; enjoys working with people, both clients and fellow employees.
• Entrepreneurial spirit and self-starter
• Primary Job Responsibilities
• Working closely with the senior advisor, lead relationships with high net-worth clients by providing comprehensive wealth management services;
• Coordinating and actively participating in client meetings;
• Documenting meetings, recommendations and action plans;
• Overseeing implementation of agreed upon recommendations;
• Ongoing monitoring and management of the client’s wealth management plan;
• Coordination with members of the client’s advisory team, including:
• Financial planning department
• Investment department
• Tax management
• Legacy planning
• Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:
• Complex analysis and research related to financial, estate, income tax, and investment planning;
• Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients.
• Communicating the full range of the Company’s services and capabilities to clients and prospective clients;
• Further developing an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company’s approved investment strategies.
• Employee Benefits.
• A support team of investment specialists; a financial planning department; ongoing access to professional training.
• Continuing Education opportunities
• 401K Plan
• Health Insurance
• About Atlas Private Wealth Advisors At Atlas, our Mission is to EMPOWER FAMILIES THROUGH EDUCATION. We know the future of wealth management. At Atlas, the best of the institutional approach to multi-generational wealth creation meets a family office atmosphere and a full-service approach. We give our clients the absolute best experience and a clear roadmap to pursuing their dreams. Our Vision is to PARTNER FAMILIES WITH THEIR PERSONAL BOARD OF ADVISORS. The Advisory Board, consisting of a CFP, CFA, CPA, and an Attorney, meet with clients throughout the year to develop a comprehensive wealth management plan addressing financial planning, investment planning, legacy planning, and tax planning. Our dedication to excellence means we stop at nothing to put our clients squarely on the road to success. Atlas Private Wealth Advisors is a Registered Investment Advisor with a national footprint and offices in Metropolitan areas surrounding New York, Los Angeles, San Francisco, Miami and Pittsburgh.