Financial Planner

Employer
Wade Financial Advisory, Inc.
Location
Campbell, California
Posted
Jul 29, 2020
Closes
Aug 28, 2020
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Entry Level

Wade Financial Advisory (www.wadefa.com) is seeking a Financial Planner for our fee-only financial planning and investment advisory firm in Campbell, CA. We are very interested in you if you desire a career in Wealth Management. We help manage every aspect of our client’s financial life, partnering, educating, and guiding them throughout the process to help them make well-informed financial decisions. Following a detailed evaluation of their finances, we will work with them to identify and prioritize their goals and objectives to develop a customized financial plan and investment portfolio.

 

You might be a good fit for this position:

· You are currently working as a Financial Planner and/or Wealth Advisor in a brokerage firm or with a Broker-Dealer and you are ready to make the jump to a fee-only RIA.

·        You have the CFP, CPA, or PFS designation or are working on one of them.

·        You are looking to start working with financial planning clients ASAP.

·        The successful candidate will work directly with the firm’s wealth advisors, including its senior partners, and will serve as a point person for all clients assigned to him/her. Candidate will prepare financial plans and reviews including: net worth statements, tax, cash flow and net worth projections, stock option exercise strategies, insurance review, education funding analysis, asset allocation analysis, investment proposals, estate planning, etc.

 

Benefits:

·        Competitive salary (salary based on experience) and a full benefit package including incentive compensation, a healthcare allowance, life/disability insurance and a 401(k) with matching contributions.

·        Equity ownership will be made available for great team members

·        Mentorship and learning opportunities.

·        Great working environment with professional growth opportunities.  We are currently working remotely and we will continue to follow state and CDC guidelines but this position is not intended to be remote indefinitely.  

·        You will have access to a great team of professionals & back office support.

 

Qualifications:

·        CFP, CPA OR PFS designation or working towards one of these and 3+ years of experience. 

·        A strong desire to work in a fee-only, ensemble group.

·        Ability to juggle multiple projects successfully.

·        Ability to learn new concepts and software packages quickly.

·        Independently motivated, have excellent communication skills and have a strong work ethic.

·        Strong educational credentials and analytical background.

·        Strong verbal and written communication skills.

·        Strong persuasive and interpersonal skills.

·        Ability to identify, meet, and follow through with client’s needs and requirements.

·        Must interact effectively with office staff and be a goal-oriented team player

·        Strong attention to detail.

·        Must demonstrate excellence in organizational and time management skills.

·        Exceptional phone and client service skills, positive and upbeat attitude at all times.

 

Technical skills:

·        Advanced knowledge of Microsoft Excel.

·        Experience with Redtail (or other CRM software), financial planning software, aggregation software, Tamarac Systems, Intuit, Lacerte and Microsoft Office tools a plus but not required.

 

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.  A background and credit check will be required.

We are an Equal Opportunity Employer.

 



·        CFP, CPA OR PFS designation or working towards one of these and 3+ years of experience. 

·        A strong desire to work in a fee-only, ensemble group.

·        Ability to juggle multiple projects successfully.

·        Ability to learn new concepts and software packages quickly.

·        Independently motivated, have excellent communication skills and have a strong work ethic.

·        Strong educational credentials and analytical background.

·        Strong verbal and written communication skills.

·        Strong persuasive and interpersonal skills.

·        Ability to identify, meet, and follow through with client’s needs and requirements.

·        Must interact effectively with office staff and be a goal-oriented team player

·        Strong attention to detail.

·        Must demonstrate excellence in organizational and time management skills.

·        Exceptional phone and client service skills, positive and upbeat attitude at all times.