Wealth Management Advisor

San Jose, CA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Location: San Jose CA (In-Office/Hybrid)

Weareahigh-touchboutiquewealthmanagementfirminSanJoseCAlookingforamotivatedWealthManagementAdvisor.Youwillbeavitalpartofatight-knitteamworkingdirectlywithclientsandtakingownershipoftheplanningprocess.

Thisroleisdesignedforanadvisorwholovesthecraftoffinancialplanningandhastheabilitytoleadtheirownclientsorambitiontomoveintoaleadrole.

KeyResponsibilities

eMoneyPlanning:Youwillbuildmaintainandpresentcomplexfinancialplansensuringallclientdataisaccurateandinteractive.
QuarterlyClientReviews:-upsperformancereportingandtheimplementationofadvice.
TaxAnalysis:Performdeep-divetaxplanning
BoutiqueTeamCollaboration:Thriveinasmall-teamenvironmentwherenotaskistoosmall.
StrategicGrowth:Whileyourinitialfocusisservicingourexistinghigh-net-worthbaseyouwillbementoredandexpectedtoeventuallynetworkandbringinyourownclients.

RequiredQualifications

Experience:25yearsinawealthmanagementrolespecificallyservingasasecond-chairorleadadvisor.
AdvancedproficiencyineMoney
Education&Credentials:CertifiedFinancialPlanner(CFP)designation(orcurrentlysittingfortheexam/activelypursuing).
Series7/66orabilitytopassexam
Strongunderstandingofthetaxcodeasitrelatestoindividualwealthmanagement.
Youenjoytheflexibilityandhigh-stakesnatureofasmallfirm.

WhoYouAre

Analytical&Thorough:Youenjoydiggingintothewhy
Client-Centric:Youtakeprideinowningtherelationshipandprovidingalevelofservicethatlargerfirmscantmatch.

WhatWeOffer

(90000-170000k)
OfficespaceinSanJoseCA
ClientreferralspassedonfromLeadAdvisor
Healthcareandretirementbenefits

You can reach out to Darci directly at to express your interest in the role or ask any questions. Dont submit a cover letter we probably are not going to read it.

Required Experience:

Unclear Seniority

Location: San Jose CA (In-Office/Hybrid)Weareahigh-touchboutiquewealthmanagementfirminSanJoseCAlookingforamotivatedWealthManagementAdvisor.Youwillbeavitalpartofatight-knitteamworkingdirectlywithclientsandtakingownershipoftheplanningprocess.Thisroleisdesignedforanadvisorwholovesthecraftoffinancialpla...