Associate Financial Advisor

Immediately
Benningfield Financial Advisors LLC
Milo Benningfield
1016 Lincoln Boulevard Suite 107 San Francisco, CA 94129 Phone: 415-561-6688
planner@benningfieldadvisors.com
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Associate Financial Advisor

Benningfield Financial Advisors, LLC, is a fee-only financial-advisory firm in the Presidio of San Francisco. After fifteen years serving individuals and families with complex financial planning and investment management, we’re quite good at it. Now we’re looking for another full-time advisor to enhance and grow with us.

As our newest Associate Financial Advisor, you’ll join a collegial group that believes professional advisory services are best provided by a small team serving a limited number of clients in order to have time to think about each client’s situation, research important issues, and tailor advice to different needs and preferences. Our clients are thoughtful, creative people who appreciate this careful approach.

Job Responsibilities

You’ll help prepare for and attend meetings, advise clients, and manage follow-up tasks. You’ll collaborate with clients’ attorneys and accountants, analyze planning strategies, and help us improve our processes and communication methods. You’ll also participate in many aspects of running a fee-only financial advisory firm.

What We’re Looking For

Ideally, you’ll have some experience delivering planning recommendations to clients and will be looking to accelerate the path to becoming an advisor with direct client relationships within three to five years. However, we value related professional skills, particularly in tax or law, and will train someone who is comfortable with numbers, enjoys problem solving, and is good with project management.

You’ll have a professional designation (CFP®, PFS, CPA, CFA, JD) and perhaps even a graduate degree. Most important, you’ll bring your love of learning, a knack for making complex things simpler, and an interest in the mishmash of tax, estate-planning, insurance and other details that comprise clients’ financial lives.

Compensation & Benefits

You’ll be working in a beautiful, tranquil office with a view of the Golden Gate Bridge. We offer competitive salary and benefits – medical, dental, disability, 401(k), vacation and holidays.

Application

If interested, please send a resume and cover letter describing what you’re looking for in your next position. The cover letter is important, so we decline to respond to resumes without a letter. Send these items to planner@benningfieldadvisors.com. We promise to hold all communications in confidence.