Wealth Planner

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 you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally lets go! Our ideal candidate is a wealth management professional with hustle and a couple of years of experience working in a wealth management support role. You define ambition have a sense of adventure and a passion for purpose both in life and in your approach to providing exceptional support to Senior Advisors. If you can articulate your proven success in wealth management we want to hear from you ASAP!

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.

The Wealth Planner will work closely with two wealth advisors to serve tech clients enjoy a variety of on-the-job learning opportunities and be involved in all areas of financial planning. This is an ideal position for an early-career professional who has 2 to 5 years of financial services experience (accounting wealth management etc.) and who is eager to learn and grow.

Summary of Responsibilities:

The Wealth Planner supports Wealth Advisors with all aspects of wealth management including resolving client requests data gathering and analysis drafting financial plans portfolio and asset allocation reviews meeting preparation client communication client account maintenance and implementation of recommendations. Additionally the Wealth Planner will support business development activities such as preparation for prospective client meetings.

The responsibility of this position is managing specialized work efficiently with confidence and competence. The position requires above-average attention to detail concern for the exact correctness of work and a strong commitment to completing tasks on time. The person in this position will take work seriously have a strong sense of duty and be disciplined. A somewhat faster-than-average pace is the norm. Detailed specialized work is the major focus of your role.

Youll receive clearly-defined projects and responsibilities ongoing and thorough training opportunities to develop expertise and appreciation of your competence conscientiousness and loyalty. The position will provide security in a stable work environment allowing you to plan for focus on and complete tasks on hand. When changes in the nature of the work occur youll receive direction training and support. The position is generally task-oriented and structured requiring someone with a careful and cautious approach to work.

All client relationships are handled on a team basis and the Wealth Planner is a key member of the team. A strong friendly follow-up is necessary on delegated tasks to ensure proper results.

The Wealth Planner role offers a defined career path with the opportunity to advance to Wealth Advisor after a minimum of three years in the position.

Job Characteristics:

• Unambiguous direction for completing tasks from start to finish. Concern for getting work done on time and correctly.
• Extremely task-oriented. High standards of quality and accuracy.
• Adhering to established guidelines and procedures. Requires a high degree of information gathering before making decisions. Must be comfortable making decisions in the area of specialty or expertise.
• Reserved factual formal and sincere communication. Youll look to management for direction in areas outside of your expertise.
• Strong follow-through on delegated tasks and assignments.
• Comfortable following established policies and procedures and expecting others to do the same. Leads by example and is a technical expert.

Requirements:

• Excellent written and verbal skills to communicate in a factual polite and professional manner
• Acute attention to detail to produce an accurate and thorough work product leaving nothing to chance
• Serious diligent and reserved with a how can I help you attitude
• Analytical skills to prepare and analyze client financial statements plans and investments
• Interest in mastering industry software including eMoney for financial planning Salesforce for client relationship management (CRM) Tamarac for portfolio management and Holistiplan for tax projections.
• A helpful and cooperative personality
• Working knowledge of Microsoft Office Suite (Word Excel and PowerPoint) using a Windows-based computer
• Desire and ability to manage time effectively prioritize projects to ensure on-time completion and achieve goals consistently and efficiently in a small company environment
• Ability to follow our well-defined processes and procedures to perform activities
• A collegial and collaborative work style; able to work well with all members of the team and to pitch in on all aspects of serving our clients
• A high level of professionalism and a thirst to learn and grow as a financial professional
• 2 to 5 years of experience in a wealth management firm preferred or in the financial services industry
• Bachelors degree (in Financial Planning or a related field preferred)

Job Type: Full-time salaried exempt

Location: This position is based out of our officein San Francisco. This is a hybrid position requiring a minimum of 3 days per week in the office.

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

Please submit your cover letter and resume outlining why you are interested in this position 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.