Our dedicated Bay Area wealth management client services people from all walks of life: from individuals and families to entrepreneurs and tech executives.
This Financial Advisor will be responsible for:
Managing existing client relationships
Providing comprehensive financial planning
Reviewing clients' investment goals
Designing financial plans in a way that will make the client successful and achieve their goals
Driving growth through existing client relationships and collaborating internally
Qualifications
Minimum 5 years of experience providing advisory services in a client-facing role
CFP certified
Knowledge in the areas of equity compensation, estate planning, and taxation
Bachelor's degree
Excellent communication and interpersonal skills
Experienced in Money, Tamarac/AdvisorView, and Salesforce
Our client offers great health and wellness benefits, flexible work from home (50%), team-building outings and events, and growth and development opportunities.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales, Finance, and Customer Service
Industries
Financial Services
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