Silver Oak Wealth Advisors, LLC is an independent, fee-only RIA firm working with a diverse group of individuals and families to help them achieve their best financial well-being. We are seeking an Associate Advisor who will be working closely with the owner/senior advisor and support team in providing effective, high-touch comprehensive wealth management services that reflect both empathy and expertise.
We strongly value our culture of integrity, compassion, teamwork and continuous learning. As the Associate gains competence and embodies the firm’s core values, the role will expand and take on greater responsibilities in client relationship management and business development.
Attend client meetings on a regular basis. Prepare materials for client meetings and follow through for action items, with attention to detail and accuracy.
Track client information and interactions, manage workflow, and generate reports using CRM
Interact with clients over the phone and in person professionally, respectfully and compassionately
Perform portfolio and financial planning analysis
Assist with investment research and portfolio construction using Morningstar Workstation, and place trades as back-up to the Trader
Participate in Investment Committee Meetings and coordinate with third-party consultants and fund managers
Research and pursue topics relevant to advisory competency, synthesize and report on information gathered from publications, conferences, and relevant meetings
Research and suggest new technology tools as appropriate
Participate in team-building activities, including staff meetings, strategic planning retreat, goal setting (firm and personal), ongoing team gatherings and meetings with outside consultants
Bachelor’s degree from an accredited institution
Demonstrated passion for the profession
Completed or in pursuit of the CFP® designation
Strong interpersonal, written and communication skills
Strong financial and analytical skills
Advanced proficiency with MS Excel
Must be a self-starter, problem-solver and goal-oriented team player who is self-reflective, and with a commitment to continuous learning
Additional Salary Information: Benefits:
•Competitive salary based on education, experience, and credentials
•Company contribution towards group 401(k) plan and profit-sharing plan after one year
•Full coverage of health, dental and vision insurance
•Established career track
•Professional development budget for CE, conferences and training
•Paid professional dues
•Great mentorship and learning opportunities
About Silver Oak Wealth Advisors
Linda, President of Silver Oak Wealth Advisors, has been providing Silver Oak clients with comprehensive wealth management services since 2005 and is responsible for the day-to-day operations of the firm. In her role as advisor, Linda works closely with each client to develop a customized financial plan centered on their core values. Linda consults on wealth protection, enhancement and transfer issues, and designs an investment portfolio that reflects each client’s unique risk profile and financial needs.In addition to her strong analytical skills and financial knowledge, Linda brings with her a deep and genuine interest in helping clients to achieve a balanced and fulfilled life with the resources they have. She strives to support and inspire her clients to make sound financial decisions by infusing their life dreams, goals and purpose into their spending, investments, risk management, and estate plans. She is a licensed Certified Financial Planner (CFP®) and Certified Financial Transitionist (CeFT®). She actively hosts Women’s Circle to “change the conversation” about personal finance for women and participates in advisory communities to empower, educate, and engage women in the ...management of their personal finance. She also specializes empowering widows to lean into life, build resilience and make a positive difference in the world.Before joining Silver Oak Wealth Advisors, LLC, Linda worked for four years in Beijing, China and six years in Connecticut at Fortune 500 companies as a business analyst. Linda received her Bachelor of Arts degree from Beijing Foreign Studies University and her MBA in Finance from New York University’s Stern School of Business. Linda lives in West Los Angeles with her family and enjoys reading, yoga & meditation practice, traveling and social activities with family and friends.