Senior Financial Advisor

Wade Financial Advisory (www.wadefa.com) is seeking a Senior Financial Advisor for our fee-only financial planning and investment advisory firm in Campbell, CA.  We are very interested in you if you desire a career in Wealth Management and are a CPA® or EA®.  We help manage every aspect of our client’s financial life, partnering, educating, and guiding them throughout the process to help them make well-informed financial decisions. Following a detailed evaluation of their finances, we will work with them to identify and prioritize their goals and objectives to develop a customized financial plan and investment portfolio.

You might be a good fit for this position: 

• You are currently working as a CPA or EA;
• You have the PFS® designation
• Compliance experience is a HUGE PLUS!
• You are looking to start working with financial planning clients ASAP

The successful candidate will work directly with the firm’s wealth advisors, including its senior partners, and will serve as a point person for all clients assigned to him/her. Candidate will prepare financial plans and reviews including: net worth statements, tax, cash flow and net worth projections, stock option exercise strategies, insurance review, education funding analysis, asset allocation analysis, investment proposals, estate planning, etc.

Benefits:

• Competitive salary (staring salary of $100,000 to $120,000 per year, based on experience) and a full benefit package including incentive compensation of up to 50% of your salary, a healthcare allowance, life/disability insurance and a 401(k) with matching contributions.
• Equity ownership may be available for successful candidate;
• Mentorship and learning opportunities;
• Great working environment with professional growth opportunities.

Qualifications:

• CPA OR EA and 2+ years’ experience preparing individual income tax returns, preferably working directly with clients AND;
• CFP licensee or candidate OR PFS certification
• 5 years Financial Planning or tax experience
• Ability to juggle multiple projects successfully
• Ability to learn new concepts and software packages quickly
• Be independently motivated, have excellent communication skills and have a strong work ethic
• Strong educational credentials and analytical background
• Strong verbal and written communication skills
• Strong persuasive and interpersonal skills
• Ability to identify, meet, and follow through with client’s needs and requirements
• Must interact effectively with office staff and be a goal-oriented team player
• Strong attention to detail
• Must demonstrate excellence in organizational and time management skills
• Exceptional phone and client service skills, positive and upbeat attitude at all times

Technical skills:

• Advanced knowledge of Microsoft Excel®
• Experience with Redtail (or other CRM software), financial planning software, aggregation software, Tamarac Systems, Intuit, Lacerte and Microsoft Office tools a plus

Qualified candidates will have a 20-30 minute phone interview conducted by our consultant, The Strategic Implementer (www.thestrategicimplementer.com) who is the hiring manager for this position.