Financial Advisor
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Job Location:
San Ramon, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Company Overview
We are a fee-only financial planning and wealth management firm with over 20 years of experience helping clients define and pursue their financial goals. We deliver objective strategic and personalized guidance across comprehensive financial planning retirement planning investment management estate planning and tax-efficient strategies. As fiduciaries our team prioritizes clients best interests aligning advice with long-term financial security resilience and confidence. We have two office locations one in San Ramon CA where this role will be based and another in Houston TX. Together our firms combine tailored planning disciplined investment practices and ongoing support to help individuals and families accumulate protect and transfer wealth.
Role Overview
This is a rare opportunity for a dedicated professional to join our team and make a meaningful impact from day one. Whether you are an advisor seeking the support of an established firm or an advisor looking to integrate your own book of business our resources robust platform and collaborative environment provide an ideal setting to accelerate your this role you will create and nurture the long-term needs of firm clients manage client relationships transitioned to you or introduced as warm leads and be active in the advanced planning process. You will also participate in client meetings prepare and present financial plans and investment recommendations manage follow-up items and deliverables and ensure a consistently high-quality client experience.
Whats Being Sought
The ideal candidate will embody the following qualities and experience:
- Experience: A proven track record in a client-facing financial advisory role demonstrating strong analytical and problem-solving skills to guide clients toward achieving their financial goals.
- Integrity: A strong commitment to ethical conduct and acting in the best interests of clients upholding the highest standards of the profession.
- Passion for Growth: A genuine desire to continuously learn develop skills and expand expertise within the evolving financial landscape.
- Team Player: Ability to collaborate effectively within a high-integrity team environment contributing to a supportive and collaborative culture.
- Relationship Builder: Excellent interpersonal and communication skills to establish and nurture lasting client relationships.
- Prospect & Referral: Comfortable engaging warm leads articulating value and helping them confidently move forward in the planning relationship.
Key Responsibilities
- Providing strategic advice and comprehensive financial planning across various products and services (e.g. debt management investments retirement planning insurance).
- Developing personalized financial plans tailored to each clients unique needs circumstances and risk tolerance.
- Cultivating and strengthening client relationships through proactive communication and ongoing support.
- Conduct reviews to track changes in clients financial situations analyze plan performance and recommend strategy adjustments.
- Monitoring market performance and client portfolios making necessary adjustments to ensure alignment with financial objectives.
- Adhere to regulatory standards and the firms compliance policies maintaining high ethical standards and client confidentiality.
Skills & Requirements
- Bachelors degree required preferably in finance financial planning or a related field.
- CFP designation highly preferred.
- 3-5 years experience managing client relationships in financial planning or investment management.
- Proficiency in industry-specific software (CRM financial planning and investment analysis tools) required; familiarity with Schwab Fidelity Salesforce eMoney and Orion is a plus.
- A genuine interest in serving and caring for clients.
- Excellent verbal written presentation listening and interpersonal communication skills.
- Excellent time management and strong organizational skills and ability to prioritize multiple tasks and anticipate potential problems.
- Must be organized detail-oriented and able to manage and prioritize tasks.
The Financial Advisor is a full-time W-2 position. We offer competitive base compensation plus bonus potential depending on experience. Additional benefits include medical dental and vision insurance 401(k) with safe harbor paid time off paid holidays career growth and more.
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
