Senior Financial Planner Wealth Advisor
Senior Financial Planner Wealth Advisor
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$ 130 - 160
1 Vacancy
Job Description
Senior Financial Planner/Wealth Advisor
About Sierra Pacific Financial Advisors
Sierra Pacific Financial Advisors (SPFA) is a fastgrowing SEC registered investment advisory firm (RIA) based in Pleasanton CA. We specialize in providing comprehensive financial planning and taxefficient investment management for executives and professionals in the IT and biotech industries. Our firm is built on the belief that everyone has the potential to achieve their defined success. We develop tailored financial strategies to help our clients optimize wealth so they can maximize their lives.
Position:
As a member of the SPFA team this role has a direct impact on the lives of clients. The successful candidate will work on various analysis & planning projects and deepen relationships by delivering exceptional client experience. Potential career path to be a partner in the firm.
Salary & Benefits:
- The base salary range for this position will be $130K160K based on experience
- Bonus and revenuesharing payout
- Health care and dental plan
- 401(k) and profitsharing plan
- Partnership opportunity
- Professional work environment with excellent support staff
Responsibilities:
- As a lead planner responsible for all aspects of the clients financial plan strategies and outcomes
- Create comprehensive financial plans and investment strategies (e.g. equity rewards analysis retirement planning insurance gap analysis tax planning concentrated stock position diversification and wealth transfer & estate planning)
- Provide objective unbiased financial advice by analyzing client needs and associated investment opportunities.
- Prepare planning updates portfolio changes and reviews and new opportunity identification.
- Manage client relationships including ongoing and regular contact and communications.
- Research investment models and opportunities maintain financial planning platform updates.
- Assist in business development activities such as designing marketing strategy making presentations hosting podcasts & engaging various social events.
Qualifications:
- 5 years of experience in the financial planning field with demonstrated ability to develop comprehensive financial plans and manage relationships for HNW clients.
- Bachelors degree and CFP (Certified Financial Planner) designation is a must
- Proficiency in Microsoft Office financial planning platforms CRM (Redtail) and portfolio management software
- Experience building plans with eMoney is a must
- An enthusiastic proactive and client serviceoriented attitude
- A selfstarter who can work independently
- Excellent verbal and written communication skills
- Strong desire to learn and contribute in a teamoriented environment
- Strong analytical skills and ability to focus on details
- Organized upbeat efficient positive and outgoing personality
- Good entrepreneurial skills including leadership management creative thinking and problemsolving
- Willingness to work fulltime schedule in Pleasanton office
Qualified candidates will start the process by having a 1530 minute zoom 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.
We are an Equal Opportunity Employer.
Required Experience:
Senior IC
Employment Type
Full-Time
