Wealth Planner

San Francisco, CA - USA

Monthly Salary: Not Disclosed

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

As a Barrons Top 100 RIA firm and voted Best Places to Work by Fortune Pacific Coast Business Times Inc. (Best Workplaces) and Investment News Mission Wealth is hiring a growth-minded Wealth Planner to join our award-winning team! If youre ready to elevate your career and contribute to a firm that is committed to being culture-first client-centric and innovative we want to hear from you. We are building the leading wealth management firm in the nation and guiding people to achieve their full potential.

Our ideal candidate is an analytical detail-oriented and service-focused financial professional with a passion for comprehensive financial play a critical role in developing detailed financial plans for our clients and supporting Wealth Advisors. You should have a proven track record of creating sophisticated financial plans and a desire to deepen your expertise across complex wealth management topics.

This role is perfect for someone who is exceptionally analytical a great listener and can articulate complex financial concepts to clients in a clear and relatable way. You have an unwavering commitment to making a positive impact on clients lives helping them realize true wealth and secure their legacy.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as aWealth Planner:

Design and deliver comprehensive tailored financial plans to high-net-worth individuals executives business owners and families.
Master data gathering scenario building and case design to address complex client needs including estate planning tax optimization and wealth transfer.
Solve client requests via research and Salesforce case entry.
Present financial plans and analyses to clients in a clear compelling manner ensuring they have confidence in their financial future.
Support Lead Advisors and Wealth Advisors with technical expertise during client meetings and strategic planning sessions.
Innovate and streamline existing financial planning processes to enhance efficiency and client outcomes.
Participate in professional development with the ability to advance to a Wealth Advisor role.

What You Bring as aWealth Planner:

3-5 years of proven experience in a financial planning or wealth management associate role.
Must have passed the CFP or CFA exams.
Exceptional analytical skills and a deep knowledge base across investments economics accounting and financial planning.
Outstanding written and verbal communication skills with the ability to influence and present to clients and colleagues.
Proficiency with Microsoft Office Suite with the ability to create complex and impactful presentations and analyses.
Familiarity with financial software including Salesforce eMoney MoneyGuidePro Holistiplan and Hidden Levers.
A sincere desire to make a difference in your clients lives demonstrated through your own volunteer journey.
Experience in a support role steering client relationships that drive results.

Job Type: Full-time salaried exempt

Location: This position is based out of our office in San Francisco. Hybrid; in-office 3 to 4 days per week.

Salary: $100000 base with $24000 in annual bonus eligibility paid in quarterly increments.

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunzeat . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary team-based compensation plan defined pathways to equity partner in the firm medical/dental/vision benefits 401(k)/Profit Sharing Volunteer Time Off (VTO) Family Medical Leave (FMLA) Sabbaticals wellness benefits and ongoing educational reimbursements.

As a Barrons Top 100 RIA firm and voted Best Places to Work by Fortune Pacific Coast Business Times Inc. (Best Workplaces) and Investment News Mission Wealth is hiring a growth-minded Wealth Planner to join our award-winning team! If youre ready to elevate your career and contribute to a firm that i...

Day-to-Day as aWealth Planner:

Design and deliver comprehensive tailored financial plans to high-net-worth individuals executives business owners and families.
Master data gathering scenario building and case design to address complex client needs including estate planning tax optimization and wealth transfer.
Solve client requests via research and Salesforce case entry.
Present financial plans and analyses to clients in a clear compelling manner ensuring they have confidence in their financial future.
Support Lead Advisors and Wealth Advisors with technical expertise during client meetings and strategic planning sessions.
Innovate and streamline existing financial planning processes to enhance efficiency and client outcomes.
Participate in professional development with the ability to advance to a Wealth Advisor role.

What You Bring as aWealth Planner:

3-5 years of proven experience in a financial planning or wealth management associate role.
Must have passed the CFP or CFA exams.
Exceptional analytical skills and a deep knowledge base across investments economics accounting and financial planning.
Outstanding written and verbal communication skills with the ability to influence and present to clients and colleagues.
Proficiency with Microsoft Office Suite with the ability to create complex and impactful presentations and analyses.
Familiarity with financial software including Salesforce eMoney MoneyGuidePro Holistiplan and Hidden Levers.
A sincere desire to make a difference in your clients lives demonstrated through your own volunteer journey.
Experience in a support role steering client relationships that drive results.

Job Type: Full-time salaried exempt

Location: This position is based out of our office in San Francisco. Hybrid; in-office 3 to 4 days per week.

Salary: $100000 base with $24000 in annual bonus eligibility paid in quarterly increments.