Advisor

Valid8 Financial, Inc.; Walnut Creek (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Quarterly Incentive Bonus program

Comprehensive benefits package

Open PTO policy

Continuing Education allowance

401(k) retirement plan

Job summary

A financial planning firm in Walnut Creek is seeking an Advisor to assist Senior and Lead Advisors with financial planning and investment management. The ideal candidate should hold a CFP® designation and have over 4 years of experience as a client-facing financial advisor. This role emphasizes collaboration and professional growth, with responsibilities including supporting client needs, developing financial strategies, and onboarding new clients. A competitive salary and comprehensive benefits package are offered.

Qualifications

• 4+ years of experience as a client-facing financial advisor.
• Leadership experience is a plus.
• Desire to learn and grow in a collaborative environment.
• 4+ years of experience as a client-facing financial advisor.
• Leadership experience a plus.
• Experience with custodial platforms (Schwab, Fidelity, etc.).

Responsibilities

• Support financial planning and investment management for clients.
• Develop and present financial planning strategies.
• Lead new client onboarding and financial plan creation.
• Act as primary point of contact for team clients.
• Train and mentor Associate Advisors.
• Lead new client onboarding, financial plan creation, and implementation.
• Support business development by assisting Senior/Lead Advisors with prospective clients.
• Act as a subject matter expert on financial planning software and topics/strategies.
• Collaborate with Client Services to ensure seamless client experiences.
• Follow BEW’s Client Experience standards and deliver to core relationships.
• Lead firm project work and contribute to Investment Committee and Planning initiatives.
• Train and mentor Associate Advisors.

Skills

Excellent communicator (verbal, written and listening)

Strong interpersonal skills

Ability to prioritize and manage multiple tasks

Extensive knowledge of financial planning and investment topics

Team player

Proficient in Microsoft Office Suite

Experience with CRM systems

CRM experience

Education

Bachelor’s degree

CFP® designation

CPA designation

CFA designation

Tools

Microsoft Office Suite

Custodial platforms (Schwab, Fidelity)

Job description

Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

BEW seeks an Advisor to assist Senior and Lead Advisors with financial planning and investment management for their clients. The Advisor will help execute BEW’s detailed Client Experience roadmap to understand client needs, issue spot, and identify planning opportunities. The Advisor will assist Senior and Lead Advisors in meetings and present analyses and recommendations for clients and prospective clients.

The Advisor should be eager to learn, intellectually curious, and desire a culture that promotes collaboration, initiative, and professional growth. While a well-established firm, BEW prides itself on being open to new ideas and adopting new processes and technologies.

The Advisor is not expected to bring in business. Long-term, BEW expects the Advisor to progress to a Lead Advisor, which would include leading Firm initiatives, managing Associate Advisors, participating in business development efforts, and taking more of a primary role with BEW’s new and existing relationships.

Candidates should have the CFP® designation.

II. RESPONSIBILITIES

• Work with Senior and Lead Advisors to support financial planning and investment management for clients. Act as the primary point of contact for some of the team’s clients.
• Develop and present financial planning and investment management strategies.
• Client communications are clear, prompt, responsive, and courteous.
• Works with firm resources on client deliverables.
• Program and lead meetings specific to client needs; own the execution of follow-up actions.
• Lead new client onboarding, financial plan creation, and implementation process.
• Support business development by working with Senior/Lead Advisors to engage prospective clients.
• Act as a subject matter expert on financial planning software and other planning topics/strategies.
• Work closely with Client Services Team to ensure seamless client experience.
• Follow BEW’s Client Experience and ensure delivery to core client relationships.
• Lead firm project work and contribute to the firm’s Investment Committee and Financial Planning initiatives.
• Train and mentor Associate Advisors.

III. QUALIFICATIONS

Experience and Education:

• Bachelor’s degree
• CFP® designation
• CPA and CFA designations are also welcome.
• 4+ years of experience as a client-facing financial advisor
• Leadership experience a plus
• Experience with custodial platforms (Schwab, Fidelity, etc.)

Skills and Knowledge:

• Excellent communicator (verbal, written and listening)
• Strong interpersonal skills (integrity, humility, respect, empathy)
• Ability to prioritize and manage multiple tasks and client relationships
• Extensive and up-to-date knowledge of financial planning and investment topics
• Effective at time management
• Team player who can work effectively in a collaborative environment
• Proficient in Microsoft Office Suite
• Past use of CRM system

IV. COMPENSATION

• Competitive salary based on experience
• Quarterly Incentive Bonus program
• Comprehensive benefits package: medical, dental, vision, life and disability insurance, etc.
• Open PTO (Paid Time Off) policy
• Continuing Education allowance
• 401(k) retirement plan, including company-funded contributions