Thursday, September 11, 2014

Financial Planning Associate - Walnut Creek, CA

Financial Planning Associate

We seek a Financial Planning Associate for our fee-only wealth management firm's Walnut Creek,
CA office. We are very interested in candidates pursuing the CFP® certification and those who want
to provide holistic wealth management services to high net worth clientele (avg. 5-10MM). Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity, that embraces technology, believe in passive investing, and working in a collaborative environment.

Position Overview
This is a professional position that will primarily support the Walnut Creek office location (there may be minimal travel to the SF and Palo Alto offices from time to time as well) advisory team directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using Excel spreadsheets and Money Guide Pro financial planning software. A working knowledge of portfolio allocation, investment management and general financial planning is expected. The team lead is available to provide mentoring and big picture direction, but you must have the ability to utilize critical thinking skills, work independently and anticipate firm needs and client questions. The firm is expecting the new hire to start in the Financial Planning Associate role and progress to an Associate Wealth Advisor position within several years.

Initial Key Areas of Responsibility:
• Assist wealth advisors in preparing analyses for client meetings and completing ad-hoc firm projects
• Assist wealth advisors with prospective clients by gathering data, reviewing portfolios, creating financial plans, identifying advanced planning opportunities and creating wealth management plans.
• Work with Money Guide Pro FP, Orion PMS, Schwab and TD Ameritrade Institutional custodial
platforms and Salesforce CRM

Potential Future Key Areas of Responsibility:
• Assist with trading and rebalancing of client investment accounts
• Deliver multidisciplinary financial planning advice for high net-worth clientele
• Develop and manage on-going client relationships
• Delegate appropriate tasks to supporting team members
• Provide input on strategic plan and direction of the firm

Key Qualifications:
• Organized, with a strong attention to detail
• B.A. or B.S. degree preferably in Financial Planning, Finance, Accounting or Economics
• Strong financial and analytical skills
• Strong persuasive and interpersonal skills
• Ability to identify, meet and follow through with client needs and requirements
• Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’
attitude
• Able to work independently and keep team lead aware of progress and hurdles
• Show curiosity and confidence when dealing with clients and advisory team

Benefits:
• Competitive salary with performance--based pay program
• 401k with company matching contribution
• Group Health, Life, Disability, Vision and Dental insurance
• Mentorship and Learning Opportunities
• Gym membership reimbursement

To apply for this position please submit information to Caleb Brown cbrown@newplannerrecruiting.com
or www.newplannerrecruiting.com

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