Financial Advisor/Senior Financial Advisor at Jobot
Foster City, CA 94404
About the Job
Wealth Management Firm- Hybrid Remote Opportunity
This Jobot Job is hosted by: Heather Burnach
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $150,000 - $250,000 per year
A bit about us:
We are a Bay Area wealth management firm offering personalized financial planning and investment strategies. We help grow and protect your wealth so you can pursue your best Bay Area life. We have over $1.7 billion in assets under management, a size large enough to possess highly-sophisticated systems, to have access to a wide range of institutional research tools and services, and to employ the highest-caliber professional talent, while maintaining the culture and personalized approach of a boutique investment firm. We offers a range of services, including personalized financial planning, retirement planning, estate and trust planning, California tax strategies, charitable gift planning, fiduciary support, equity compensation and benefits advice to executives, asset management, and customized investment strategies.
Why join us?
Featured benefits
Medical insurance
Vision insurance
Dental insurance
401(k)
Tuition assistance'
Profit sharing
bonus
Job Details
Financial Advisors (FAs)/Senior Financial Advisors (SFAs) are responsible for managing existing client relationships and formulating and implementing advice, but they may also collaborate with Portfolio Managers, Partners, and other experienced Financial Advisors to develop recommendations. S/FAs are expected to partner with the Business Development team to develop new client relationships and to foster working relationships with attorneys, accountants, and other client “centers-of-influence” (COIs). S/FAs also lead Associate Financial Advisors in client service delivery.
Duties and Responsibilities
Foster new client relationships and drive growth through existing client relationships, and in partnership with professional networks and the firm’s Business Development team
Build, deepen, and retain relationships by providing comprehensive financial planning and a high-quality client experience in all interactions
Obtain and review clients’ investment goals, time horizons and tolerance for market volatility
With the support of Associate Financial Advisors, produce, update and present financial plans designed to help clients achieve their goals
Schedule, prepare, hold and execute on follow-up items for all client meetings
Meet the Service Level Agreement (SLA) requirements for all clients assigned to the advisor
Qualifications
Excellent communication, presentation, organizational, computer and interpersonal skills
3-10+ years of experience providing advisory services in a client-facing role and comprehensive financial planning and business development experience
Bachelor's degree
CFP Certified
CFA, CPA, EA, MSA, JD a plus
Knowledgeable in the areas of:
Equity compensation - ISO, NQSO, ESPP, RSU, 10b5-1, 83(b)
Exchange Funds, options strategies and other solutions for concentrated stock positions
Employee benefits of Bay Area Firms
Taxation
Bay Area Real estate transactions
Estate Planning
Insurance
Highly proficient in MS Office; experience with eMoney, and Salesforce/AdvisorView/other CRM a plus
Proactive contributing team player able to work in a fast-paced environment
Must have mode of transportation for travel (prospect/client meetings)
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Heather Burnach
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $150,000 - $250,000 per year
A bit about us:
We are a Bay Area wealth management firm offering personalized financial planning and investment strategies. We help grow and protect your wealth so you can pursue your best Bay Area life. We have over $1.7 billion in assets under management, a size large enough to possess highly-sophisticated systems, to have access to a wide range of institutional research tools and services, and to employ the highest-caliber professional talent, while maintaining the culture and personalized approach of a boutique investment firm. We offers a range of services, including personalized financial planning, retirement planning, estate and trust planning, California tax strategies, charitable gift planning, fiduciary support, equity compensation and benefits advice to executives, asset management, and customized investment strategies.
Why join us?
Featured benefits
Medical insurance
Vision insurance
Dental insurance
401(k)
Tuition assistance'
Profit sharing
bonus
Job Details
Financial Advisors (FAs)/Senior Financial Advisors (SFAs) are responsible for managing existing client relationships and formulating and implementing advice, but they may also collaborate with Portfolio Managers, Partners, and other experienced Financial Advisors to develop recommendations. S/FAs are expected to partner with the Business Development team to develop new client relationships and to foster working relationships with attorneys, accountants, and other client “centers-of-influence” (COIs). S/FAs also lead Associate Financial Advisors in client service delivery.
Duties and Responsibilities
Foster new client relationships and drive growth through existing client relationships, and in partnership with professional networks and the firm’s Business Development team
Build, deepen, and retain relationships by providing comprehensive financial planning and a high-quality client experience in all interactions
Obtain and review clients’ investment goals, time horizons and tolerance for market volatility
With the support of Associate Financial Advisors, produce, update and present financial plans designed to help clients achieve their goals
Schedule, prepare, hold and execute on follow-up items for all client meetings
Meet the Service Level Agreement (SLA) requirements for all clients assigned to the advisor
Qualifications
Excellent communication, presentation, organizational, computer and interpersonal skills
3-10+ years of experience providing advisory services in a client-facing role and comprehensive financial planning and business development experience
Bachelor's degree
CFP Certified
CFA, CPA, EA, MSA, JD a plus
Knowledgeable in the areas of:
Equity compensation - ISO, NQSO, ESPP, RSU, 10b5-1, 83(b)
Exchange Funds, options strategies and other solutions for concentrated stock positions
Employee benefits of Bay Area Firms
Taxation
Bay Area Real estate transactions
Estate Planning
Insurance
Highly proficient in MS Office; experience with eMoney, and Salesforce/AdvisorView/other CRM a plus
Proactive contributing team player able to work in a fast-paced environment
Must have mode of transportation for travel (prospect/client meetings)
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
150,000 - 250,000 /year