Senior Wealth Advisor & Financial Planner

1919 Investment Counsel, LLC; San Francisco, Northern (CA, KY); Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

Discretionary bonuses

Health insurance

Stifel Total Health Connect

Flexible spending accounts

Tuition & certification assistance

Paid time off

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial planning

Client relationship management

Ethics and confidentiality

Team collaboration

Presentation skills

Education

Bachelor's degree

MBA

JD

MS in Finance

Tools

Money Guide Pro

eMoney

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

CRM systems

Job description

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.