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Associate Wealth Advisor

Employer
The Advisory Group of San Francisco
Location
San Francisco, California
Salary
70,000 - 95,000 plus bonus
Closing date
May 13, 2024

View more

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

Associate Wealth Advisor

 

This role is critical to our firm’s success in delivering timely and actionable advice as well as in cultivating and maintaining strong client relationships. The Associate Personal Wealth Advisor is responsible for developing financial plans and supporting senior advisors as they focus on client service and new business development. We offer a fee-only fiduciary environment focused on providing accurate and timely analysis to help our clients make important decisions life decisions.

 

This client-facing position offers substantial opportunity for continued growth, and engagement with our client base of high-net-worth individuals and families and independent high-net-worth women.

 

We are based in San Francisco; we offer remote work opportunities.

 

RESPONSIBILITIES 

 

Work with the firm’s Personal Wealth Advisory team to accurately compile and enter data from client source documents and prepare preliminary financial planning reports based upon client goals and financial circumstances.

Create financial plans, under supervision, with a concentration on retirement/financial independence planning, investments, risk management and basic estate planning.

Data entry support and analysis of current investments using Morningstar software in order to help develop specific recommendations. Increase the scalability of the firm’s financial planning function by producing consistently high-quality work, utilizing established processes and adding to or refining them in order to improve efficiency and enhance overall client experience. Foster client respect and trust.

CANDIDATE QUALIFICATIONS 

Bachelor’s degree required, related discipline preferred.

Newly-minted CFP® or in process of obtaining CFP® designation; this role reports directly to CFP® professionals and will qualify for expedited Apprenticeship CFP® experience qualification.

Recent Masters Degree in Financial Planning is a plus.

One to four years of experience in the investment industry. Experience working in a small financial planning/wealth management firm preferred.

Passed, or be able to pass, the Uniform Investment Adviser Law Examination (Series 65) if no CFP® designation.

OTHER IMPORTANT SKILLS AND QUALITIES:

This is an exceptional role for an individual who is passionate about providing excellent client service, possesses a professional demeanor and maturity, and can handle a variety of responsibilities. The successful candidate will also be:

Highly organized and able to ramp up quickly.

A clear communicator with excellent listening skills and the ability to write in an engaging, concise manner.

Proficient in use of Microsoft programs such as Word, Excel, Outlook and PowerPoint Proficient in the use of financial planning software, MoneyGuidePro and Tamarac is a plus

Experienced in using Morningstar Advisor Workstation software.

Strongly self-motivated and have the ability to work independently.

Collaborative in work style, and excited about working in a small team environment.

Committed to excellent client service.  

 

WE OFFER

 

A strong team environment with:

Company-paid health coverage 401(k) with match Flexible spending account Generous bonus structure including personal performance bonus and profit & growth bonus. Support for attaining CFP credential and other ongoing professional education. Up to 10% travel

 

 

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