Associate Wealth Advisor

Mariner; Emeryville (CA); On-site; USD 63,000 - 108,000; Full time

Job summary

An established industry player seeks an associate wealth advisor to collaborate with a wealth management team in creating tailored financial strategies. This role involves engaging with high net worth clients, preparing comprehensive financial plans, and fostering meaningful relationships. The firm emphasizes professional growth and a supportive culture, making it an exciting opportunity for those passionate about finance and client service. Join a dynamic team dedicated to excellence in wealth management while enjoying a work-life balance in a collaborative environment.

Benefits

Professional Development Opportunities

Innovative Workplace

Community Engagement

Work-Life Balance

Teamwork Culture

Qualifications

• 2+ years of experience in financial planning or related fields.
• Bachelor's degree in finance or related field is a plus.

Responsibilities

• Provide comprehensive wealth management advice to high net worth clients.
• Prepare customized financial plans and portfolios through research.

Skills

Wealth Management

Financial Planning

Interpersonal Skills

Relationship Management

Attention to Detail

Organizational Skills

Time Management

Education

Bachelor's Degree

CFP Designation

Series 65

Tools

eMoney

MoneyGuide Pro

Job description

As associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

1. Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
2. Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.
3. Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items.
4. Critical in supporting, retaining and building meaningful client relationships.
5. Participate in the sales process in partnership with team to build new client relationships.
6. Actively develop skills in various software programs for investment and financial planning.

Qualifications

1. Bachelor’s degree (degrees in finance or related field are a plus).
2. 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience.
3. CFP designation or Series 65 required.

Skills & Knowledge

1. Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning.
2. Previous experience with high net worth or ultra-high net worth clients/families is preferred.
3. Experience utilizing financial planning software (eMoney, MoneyGuide Pro).
4. Highly effective interpersonal, relationship management and communication skills.
5. Strong attention to detail. Excellent organizational and time management skills in a high-energy environment to manage multiple priorities.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $108,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.