Financial Advisor

Role Overview

• Serve as a primary point of contact for clients’ financial planning related inquiries (via phone or email), ensuring clients understand their options and the implications of any recommended planning strategies
• Prepare for and conduct semi-annual review meetings with clients to stay up to date on any big career or lifestyle changes that might impact their financial plan
• Conduct discovery meetings with prospects and move qualified leads through the onboarding process
• Create and update financial plans for clients and present in client meetings
• Work with outside consultants on tax, insurance, and mortgage to ensure the best outcome for clients
• Coordinate with Client Service team to ensure data and document requests are fulfilled
• Assist with trading and rebalancing client accounts

Requirements

• 3-7 years of financial services experience
• Active and valid CERTIFIED FINANCIAL PLANNER (CFP®) designation
• Foundational knowledge of equity compensation and executive benefits
• Ability to manage your own workload – we do not micromanage
• Organization skills & attention to detail
• Ability to track outstanding tasks to ensure great follow-through for our clients
• Ability to communicate well
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Experience with our systems is not required, but is a plus: Wealthbox, Advyzon, AssetMap, Holistiplan, Pontera, Jump, TaxStatus, Trayecto, Schwab Advisor Center

Benefits

• 4 weeks PTO plus 10 paid holidays
• 401(k) retirement plan with 3% automatic employer contribution
• Health care stipend
• Professional, Fun, Motivating Atmosphere
• Opportunity for career growth and possibility of firm equity in the future
• Hybrid working environment with Mon and Fri remote working days