Client Advisor

FPA of Charlotte; San Francisco (CA); Hybrid; USD 130,000 - 170,000; Full time

Job summary

1919 Investment Counsel is seeking a skilled Client Advisor in San Francisco, CA, to manage client relationships and lead financial planning activities. The role collaborates with Portfolio Managers to tailor investment strategies and ensure client needs are met, while upholding firm procedures and confidentiality.

Ideal candidates have a strong background in wealth management, a 4-year degree, and experience with planning software like Money Guide Pro and eMoney.

Qualifications

• Experience in financial planning and client management.
• Proficient with Money Guide Pro and eMoney.
• Strong knowledge of wealth management and related products.

Responsibilities

• Develop and implement comprehensive financial plans tailored to clients’ needs and goals.
• Manage client relationships in partnership with Portfolio Managers.
• Assess clients’ investment and planning needs including cash flow, taxes, and estate planning.
• Coordinate with Portfolio Managers to define and implement investment strategies.
• Monitor and review client plans to ensure alignment with goals.
• Support business development by referring prospects and participating in presentations.
• Contribute to the team’s output and adhere to Firm procedures and ethics.

Skills

Money Guide Pro

eMoney

Wealth management

Client relationships

Financial planning

Education

4 Year Degree

Job description

Client Advisor

Location: San Francisco, California

Type: Full Time

Salary: $130,000 - $170,000

Categories: Wealth Management

Sector: Wealth Management

Preferred Education: 4 Year Degree

Additional Information: Hybrid/Remote is allowed.

We are seeking a highly skilled and experienced Client Advisor to join our team. The ideal candidate will possess a strong background in financial planning and client management. The Client Advisor manages and participates in client relationships by building rapport, assessing clients' financial planning and investment needs. The Client Advisor must be experienced using Money Guide Pro and eMoney. The Client Advisor works with portfolio managers to construct and implement the appropriate investment strategies for each client account. This position is responsible and accountable for the team’s work in critical aspects of a client relationship as well as compliance with the Firm’s procedures and best practices.

• Develop and implement comprehensive financial plans tailored to clients’ needs and goals.
• Manage client relationships with guidance from and in partnership with Portfolio Managers.
• Assess clients' investment and planning needs and preferences (including cash flow, tax, SRI, philanthropic interests and financial/estate planning).
• Coordinate with Portfolio Managers to define, construct and implement the appropriate investment strategy.
• Monitor and review clients' financial plans regularly to ensure they remain aligned with their goals.
• Manage certain client relationships to build rapport and to satisfy the client's needs.
• Collaborate with colleagues focused on business development by referring appropriate prospects from intermediaries and participating in sales presentations.
• Work on development of new business through additions and referrals from existing clients, as well as other sources.
• Reports to Head of Office daily. The Head of Office provides guidance, supervision and/or training related to the practice.
• Become a contributing member to 1919 Investment Counsel economically and intellectually.
• Extensive experience in financial planning, estate planning, and tax matters.
• Proficiency with financial planning software such as Money Guide Pro and eMoney.
• Strong familiarity with the markets as well as generational and financial planning issues.
• Demonstrate consistently strong commitment at the team level, department level and Firm Level.
• Experienced Sole Contributor as well as a team player.
• Comprehensive knowledge of wealth management industry products and services.
• Ability to distill financial planning and investment strategies into an effective client presentation.
• Ability to counsel clients on personal and planning-related issues.
• Able to establish and maintain client trust.
• Proven commitment to ethics and client confidentiality.