Client Advisor

Stifel Financial Corp.; San Francisco (CA); Vor Ort; USD 130.000 - 170.000; Vollzeit

Benefits dieser Stelle

Discretionary bonuses

Health insurance

Stifel Total Health Connect

Flexible spending accounts

Tuition & certification assistance

Paid time off

Zusammenfassung

1919 Investment Counsel, LLC is seeking a skilled Client Advisor to manage and advance client relationships, develop tailored financial plans, and work with Portfolio Managers to implement investment strategies. The role emphasizes fiduciary ethics, confidentiality, and high-net-worth client service.

The candidate should have 3+ years of financial planning experience, familiarity with Money Guide Pro and eMoney, and advanced degrees such as MBA/JD/MS in Finance, with CFP preferred.

Qualifikationen

• Bachelor's degree required with advanced degree preferred (MBA, JD, MS in Finance, etc.).
• Minimum 3+ years of financial planning experience with high-net-worth individuals.
• CFP certification preferred.
• Experience with Money Guide Pro and eMoney.
• Proficiency in MS Office and CRM tools.

Aufgaben

• 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 (cash flow, tax, SRI, philanthropy).
• Coordinate with Portfolio Managers to define and implement the investment strategy.
• Monitor and review clients' financial plans to ensure alignment with goals.
• Collaborate on business development via referrals and presentations.

Kenntnisse

Financial planning

Client relationship management

Ethics and confidentiality

Team collaboration

Presentation skills

Ausbildung

Bachelor's degree

MBA

JD

MS in Finance

Tools

Money Guide Pro

eMoney

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

CRM systems

Jobbeschreibung

What You'll Be Doing

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.

What You'll Bring

• 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.

Education & Experience

• Bachelor's degree and advanced degree (MBA, JD, MS in Finance, etc.)
• 3+ years of related experience working as a financial planner, with high-net-worth individuals and families. #LI-JK1

Licenses & Credentials

• Preferred - CFP

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook, CRM systems, and financial planning software and tools such as Money Guide Pro and eMoney.

Compensation Range

Salary: USD $130,000.00/Yr. - USD $170,000.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee.

• discretionary bonuses
• health / dental / vision / prescription insurance offerings
• Stifel Total Health Connect
• flexible spending accounts
• tuition & certification assistance programs
• paid time off
• and much, much more!

Please visit https://www.stifel.com/careers/benefits to view a more comprehensive list of Stifel’s current offerings.

Applications are accepted until the position is filled.

About Stifel

1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.

1919 Investment Counsel is an Equal Opportunity Employer.