Client-Centric Financial Planning 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.

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.

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

Education

Bachelor’s degree

CFP® designation

CPA designation

CFA designation

Tools

Microsoft Office Suite

Custodial platforms (Schwab, Fidelity)

Job description

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.