Associate Financial Planner

We are seeking an Associate Financial Planner for our fee-only wealth management firm in Walnut Creek, CA with $500M+ under management. We are very interested in you if you have 1-3 years of experience in financial planning and have passed the CFP exam. The Associate Financial Planner will desire to work in a small independent RIA firm environment; want to be involved in all aspects of the business learning and shaping the way we care for our clients; and be excited to work their way up our advisory career ladder.  Candidates that fit into our firm and culture will embrace technology, enjoy working in a collaborative environment, and appreciate acting in a fiduciary capacity.

This is a professional position that will initially support the firm’s three Partners 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.

What you will get to do:

·         Assist Partners in preparing for and conducting client meetings and regularly monitor clients’ financial situations with attention to detail and accuracy

·         Involvement in all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy Statements, asset allocations as well as post-client meeting tasks such as develop meeting notes, perform financial situation analyses, and coordinate planning implementation with outside professionals if necessary

·         Assist with trading and rebalancing of client investment accounts

·         Deliver multidisciplinary financial planning advice for high net-worth clientele independently

What we seek in a candidate:

·         B.A. or B.S. degree, from CFP Board Registered Financial Planning program preferred

·         Passed CFP® Certification examination or will sit for July exam

·         0-3 years of professional work experience, preferably in financial planning

Position perks:

·         Competitive salary with performance--based pay program

·         401k with company match; group health insurance

·         Professional development budget for CE, conferences and training

·         Paid professional dues