Financial Advisor
9 hours ago
🏢 In-office - San Francisco
Description
• Manage existing client relationships and implement financial advice. • Collaborate with Portfolio Managers and Partners to develop recommendations. • Partner with Business Development to foster new client relationships. • Lead Associate Financial Advisors in client service delivery.
Requirements
• Excellent communication, presentation, organizational, computer and interpersonal skills. • 3-7 years of experience providing advisory services in a client-facing role and comprehensive financial planning and business development experience. • Bachelor's degree. • CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire). • CFA, CPA, EA, MSA, JD a plus. • Knowledgeable in the areas of: • Equity compensation - ISO, NQSO, ESPP, RSU, 10b5-1, 83(b). • Exchange Funds, options strategies and other solutions for concentrated stock positions. • Employee benefits of Bay Area Firms. • Taxation. • Bay Area Real estate transactions. • Estate Planning. • Insurance. • Highly proficient in MS Office; experience with eMoney, and Salesforce/other CRM a plus. • Proactive contributing team player able to work in a fast-paced environment. • Must have mode of transportation for travel (prospect/client meetings).
Benefits
• Company profit-sharing plan (eligible after 6 months of employment) based on successfully completing metrics. • Incentive compensation on new assets (in partnership with business development and referrals from existing clients and COIs).
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