Senior Wealth Advisor & Financial Planning Consultant

v.law; Mather (CA); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental

Vision

Life and AD&D

Long-Term Disability

Short-Term Disability

FSA

401(k) match

Traditional and Roth 401(k)

Job summary

v.law seeks a Financial Advisor to be the primary contact for a growing client base and to drive comprehensive wealth management across investments, cash flow, tax, estates, risk, and benefits. You will review client portfolios and tailor strategies within firm guidelines, with opportunities to specialize in investments, financial planning, or business development.

Candidates should have 3+ years in wealth management, prefer CFP/CFA designation or exam pass, and hold a bachelor's degree.

Qualifications

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships.
• CFP® or CFA designation, or having passed the exam for the designation, is preferred.
• Bachelors’ degree from an accredited university.
• Detail-oriented and highly organized; maintain a client-first mentality.

Responsibilities

• Serve as the first point of contact for a number of the team’s clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in a technical area including but not limited to Investments, Financial Planning, and Business Development.

Skills

Client relationship management

Financial planning

Attention to detail

Integrity

Client-first mentality

Education

Bachelor's degree from an accredited university

Job description

v.law seeks a Financial Advisor to be the primary contact for a growing client base and to drive comprehensive wealth management across investments, cash flow, tax, estates, risk, and benefits. You will review client portfolios and tailor strategies within firm guidelines, with opportunities to specialize in investments, financial planning, or business development.

Candidates should have 3+ years in wealth management, prefer CFP/CFA designation or exam pass, and hold a bachelor's degree.