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Wealth Advisor

Employer
Conquis Financial LLC
Location
Millbrae, California
Salary
Competitive salary with quarterly bonus incentive package+benefits
Closing date
Jun 20, 2024

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Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

What You Do:

  • We are hiring a Wealth Advisor in our San Francisco Bay Area office to support a team focused on working with a select number of high-net-worth clients.
  • As a member of the Conquis team, you will concentrate on financial plan design and analysis.
  • Like all members of the team, you will assist with client administration and relationship management.

Specific Responsibilities:

  • Work with other members of the team to design comprehensive financial plans covering all aspects of planning: cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.
  • Work with clients to collect financial information and complete data entry into planning software.
  • Evaluate planning scenarios and provide observations and recommendations.
  • Present interactive financial plans during meetings.
  • Prepare for and attend quarterly reviews with clients and provide planning insights.
  • Oversee onboarding of new client accounts. Interact with custodian to solve service issues.
  • Participate in business development.

What You Bring:

  • Demonstrated experience (over several years) building comprehensive financial plans; experience with eMoney strongly preferred.
  • Bachelor’s degree with minimum of 5 years of relevant work experience in financial planning and wealth management.
  • Active Series 65; Clean U-4.
  • Financial, retirement, and tax planning experience.
  • Excellent verbal communication skills and advanced writing and grammatical proficiency.
  • Operational knowledge and experience working with large custodians and trading platforms.
  • A strong interest in business development.
  • CFP® designation or currently scheduled for the CFP® exam. Previous experience with BlackDiamond trading and reporting system a plus.

About Conquis:

Conquis Financial is an ensemble firm that specializes in working with global law firms and other highly compensated, busy professionals across the country. 

We have a specialized methodology to present financial planning and wealth investment advice, that has been refined over 25 years.  We work equally with clients who express their values through investing as well as those looking to build their family legacy. 

Our guiding principles are the Five C’s:

  • Competent
  • Careful
  • Continuous
  • Caring
  • Comprehensive

We are a flexible and inclusive firm that takes great pride in the work we do for clients.  If you are someone with an entrepreneurial spirit, this is an excellent opportunity to build your career with a long-term stake in a growing business. 

What We Offer:

  • Competitive salary, depending on experience.
  • Quarterly team-based incentive plan.
  • 401K plan with employer match.
  • Medical / dental / vision benefits.
  • Cafeteria plan section 125.
  • Friday team lunch.
  • Parking and/or Bart/Caltrain station nearby.
  • After 6 months, negotiable hybrid work policy.
  • If the Wealth Advisor has existing clients, compensation for their existing client base and equity participation may be negotiated.

 

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