Compensation: $95K-$115K plus bonus and benefits
Our client is a highly skilled professional boutique community of wealth advisors and support staff who serve the upper echelon of business leaders around the country. Their environment is one of strong integrity and character, with a focus on developing deep personal relationships, both internally and with valued clientele
With an emphasis on personal growth, challenge, responsibility and accountability, the team strives to allow everyone to grow personally and professionally to provide exceptional service and attention to clients. Developing an atmosphere of trust, accountability and service is woven throughout the culture as they seek to provide timely wisdom, holistic guidance and solution-based planning.
They are a fast-paced, hard-charging team, so applicants need to be personally responsible for prioritizing their daily responsibilities, producing at a high level, being highly motivated, and, most importantly, being teachable with a gracious attitude toward correction.
General Description
The Financial Planner or Associate Planner will understand the clients’ situations and craft personalized plans, tailored to each client’s unique circumstances. They work with the team to provide and vet innovative solutions and ideas. The Financial Planner is a leader in our client engagement process. They will ensure that the client experience is seamless and consistent.
Duties and Responsibilities
- Prepare financial plans and recommendations for prospective and existing clients
- Capture holistic snapshots for our clients’ finances
- Identify areas for improving clients financial standing (i.e., tax efficiency, Monte Carlo improvement, asset location and asset allocation enhancements, estate planning modifications, etc.)
- Identify and build repeatable processes for scale
- Integrate investments and insurance holistically within each plan
- Participate in client meetings for financial plan design, presentation and implementation
- Monitor industry trends and legislation impacting the financial planning industry
- Ensure compliance requirements are implemented and followed
Qualifications
- Bachelor’s Degree
- 5+ years financial services experience
- Series 7 required
- CFP designation or ability to study and sit for the CFP exam
- Must understand financials and know how to read a balance sheet well
- Ability to think strategically and execute methodically through the entire client relationship
- Willingness to roll up your sleeves and do whatever is necessary; general manager/owner mentality
- Ability to analyze data, diagnose client needs and provide recommendations for a relevant solution
- Exceptional problem-solving skills with the ability to work in a fast-paced and rapidly changing environment. Comfortable working through ambiguous situations.
- Excellent spoken and written communication skills with a keen ability to present complex ideas in a clear, compelling and concise fashion.
- Willingness to work outside position parameters and think creatively to provide the highest level of client service.
- A self-starting team player with a passion for putting the client first.
- A tenacious problem solver that tackles any task with conviction and energy.
Compensation
- $95K-$115K plus bonus and benefits
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
