Wealth Advisor | CFP/CFA, Grow Client Wealth

Mission Wealth; Walnut Creek (CA); Presencial; USD 135 000 - 165 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, and vision benefits

401(k) / Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Educational reimbursements

Resumo da oferta

Mission Wealth, a Barron’s Top 100 RIA firm, is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team in the San Francisco Bay Area.

We seek a self-starter with wealth-management experience who can take on clients and drive growth while delivering integrated wealth services to up to 100 households. You’ll work with a high-performing team, focusing on business development, client service, and process improvements.

Qualificações

• 5+ years' proven experience as an advisor in wealth management.
• Bachelor’s Degree.
• Must have a valid and active CFP or CFA designation.
• Excellent attention to detail, multitasking, and time management skills.
• Ability to begin taking on clients immediately.
• Proficient with MS Office Suite; ability to create complex and impactful presentations/analysis.
• Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers.
• Outstanding ability to communicate, present, and influence your team and clients.
• A sincere desire to make a difference not only in your client's lives but in the world, demonstrated through your own volunteer journey.

Responsabilidades

• Work with a high-performing & growth-oriented team.
• Provide technical financial support to clients and Lead Advisors.
• Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households.
• Some focus on weekly business development/referrals.
• Manage ongoing client service while taking on new clients.
• Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day.
• Grow yourself personally and professionally with the support of your team and leadership.
• Be financially rewarded for putting in the hard work.

Conhecimentos

Wealth management

Client relationships

Financial analysis

MS Office proficiency

Communication

Formação académica

Bachelor's Degree

CFP or CFA designation

Ferramentas

Schwab Advisor Center

Fidelity Wealthscape

Salesforce

MoneyGuide

E-Money

Tamarac AdvisorView

Holistiplan

Hidden Levers

Descrição da oferta de emprego

Mission Wealth, a Barron’s Top 100 RIA firm, is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team in the San Francisco Bay Area.

We seek a self-starter with wealth-management experience who can take on clients and drive growth while delivering integrated wealth services to up to 100 households. You’ll work with a high-performing team, focusing on business development, client service, and process improvements.