Associate Financial Advisor

Brio Financial Group; San Francisco (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate Financial Advisor to join their dynamic team in San Francisco. This role offers the chance to work in a fun, collaborative environment where client interests come first. The ideal candidate will possess strong communication skills and a detail-oriented mindset, ready to contribute to a growing firm committed to ethical financial planning. With a focus on education and a supportive culture, this opportunity promises both personal and professional growth. If you're self-motivated and eager to make a difference in clients' lives, this position could be your perfect fit.

Qualifications

• 5+ years in financial services or client-facing roles.
• All necessary licenses as required by the SEC (Series 65).

Responsibilities

• Collaborate with clients on their financial future over the long term.
• Provide objective advice and guidance on complex financial options.

Skills

Trustworthiness

Detail-oriented

Organizational Skills

Communication Skills

Self-motivated

Team Player

Proficiency in Technology

Education

High School diploma

College degree

CFP Certification

Tools

MS Excel

MS Word

MS Outlook

Redtail

Morningstar

Orion

eMoney

GoToMeeting

iRebal

Job description

Brio Financial Group is looking for an Associate Financial Advisor in San Francisco, CA.
This local job opportunity with ID 3043539925 is live since 2025-01-21 20:07:55.

Brio Financial Group (BrioFG.com)

Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients’ interests first, believes in fiduciary standards, has a hunger to learn, contributes and drives results, and has a fun, competitive spirit? Then you might be the perfect complement to our already amazing team of five financial planners, three associate financial advisors, and four staff members!

We have an aggressive growth plan for our pure RIA firm and are looking to build out our team with talent from the financial services industry. While a commitment to our clients’ best interest is first and foremost, we are also deeply committed to our team. At Brio, culture matters. Education and internal learning form the cornerstone for what makes us great. Our fun-spirited team approach creates an amazing office for both clients and team members.

Brio doesn't view financial planning as a one-time event, but rather a collaboration that takes place over a number of years, even decades, centered on unique ideas for each client’s personal and financial future. Our goal is to be both innovative and ethical in helping turn our clients’ dreams into a financial reality. People who place their trust in us can rely on our skills and confident guidance, as well as objective advice from their advisor who can help them make sense of today's complex financial options.

We are currently looking for financial planners with their own clients to join our firm and be part of Brio’s explosive growth. The degree of experience and current practice size will determine the level at which you would be joining. We have openings for advisors with small practices to transition or purchase, as well as for a large practice to merge.

If you are interested in growing and being challenged in a job you’ll love, please come talk to us.

Specific Job Skills

1. The ideal candidate must be extremely trustworthy and handle confidential information.
2. This person should be very detail-oriented, highly organized, a multi-tasker, have an assertive and energetic personality with a professional demeanor.
3. Self-motivated and proactive with an entrepreneurial spirit.
4. Superior people and communication skills.
5. Ability to make each client feel a true affinity to Brio Financial Group.
6. Must be a team player willing to assist others at all levels of the organization.
7. Ability to carry oneself well in COI interactions, business conferences, and client meetings.
8. Person should be very proficient in technology used by the firm such as MS Excel, Word, and Outlook, Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal or be a quick study and not afraid of technology.

Education and Experience

1. High School diploma or equivalent required; college preferred.
2. Prefer 5+ years total work experience; experience in financial services and/or a client-facing role.
3. All appropriate licenses as required by the SEC (Series 65).
4. Designations and/or board membership as appropriate and requested by the firm.
5. CFP required OR a plan to sit for the exam within the first 2 years not required but recommended.