Seeking CERTIFIED FINANCIAL PLANNER™ certificant Job in San Ramon 94583, California US
Established fee-only RIA firm in the Bay Area is searching for a qualified, enthusiastic individual with a CFP® certification to join the team as an Investment Advisory Associate.
Description:
Primary job focus is to assist with managing investment portfolios, client relationships, and provide comprehensive financial services including, but not limited to:
• Meeting and corresponding with clients and prospects
• Writing, implementing, monitoring, updating financial plans based on their goals and objectives
• Actively managing, monitoring, and rebalancing client portfolios
• Reviewing and advising clients on matters related to insurance, taxes, estate planning, and retirement.
The Investment Advisory Associate will also be responsible for developing and maintaining sound relationships with centers of influence, conducting financial planning workshops, and generating other leads to build AUM.
Requirements:
A Qualified Candidate must have the following:
• CFP® designation with a minimum of 5 years experience
• CIMA® designation preferred, but not required
• Bachelors degree in Business, Finance, or Economics preferred
• Experience writing financial plans and managing portfolios
• Experience with marketing and gathering new business
• Proven track record for targeting high net worth clients
• Be service oriented with particular attention to detail
• Have public speaking skills to conduct workshops
• Have excellent interpersonal, communication, and organizational skills
• Know how to manage their time efficiently
• Enjoy working in small office environment as a team player
• Local resident with ties to the community
• Willing to make a long-term commitment
apply now!
Email your resume with your salary history and compensation requirements for consideration.