Financial Planning Associate

Silicon Valley Wealth Advisors

Financial Planning Associate

Contact:

Silicon Valley Wealth Advisors

www.svwadvisors.com

chris@svwadvisors.com

Location: San Jose, CA

Job Type: Direct

Hours: Full Time

Required Years of Experience: 0-3 years of experience

Required Education: 4 Year Degree

Travel: No

This opportunity is for an entry-level financial planner. By joining Silicon Valley Wealth Advisors, not only can you learn and broaden your career potential, but over time, you may help shape the future of our firm. Given time and a proven track record, a transition to lead advisor is in your future if you invest your time in learning from our wealth advisors and prove yourself in working with our mutual clients. Future opportunities are available for equity ownership in our practice.

This is not a sales position. This position does not have any product or production requirements. Compensation is a combination of salary and bonuses.

We believe that financial planning is at the core of the relationship that we have with our clients. We need aspiring young financial planners to help us fulfill that vision.

A good candidate will have a “can do” attitude, can work well in a team environment, can collaborate with others, will take ownership of tasks and deliverables, and is generally willing to roll up their sleeves and do whatever is needed. Excellent candidates would have a thirst for learning and knowledge, and demonstrate that they can grow a little bit every day. In short, we are looking for someone who is humble, hungry, and smart.

The expectation is that you will already be a CERTIFIED FINANCIAL PLANNER™ practitioner (aka the CFP® designation), already be working to satisfy your CFP® requirements, or at the extreme that you plan to immediately enroll in a CFP® program.

Responsibilities:

• Assist lead wealth advisors in preparing for, conducting and taking meeting notes in client meetings. This includes:
• Involvement in all aspects of pre-client meeting activities such as preparation of meeting agendas, running reports, gathering client data, generating financial plans and making client recommendations
• Involvement in all post-client meeting tasks such as generating and executing (where applicable) action items and following up until complete.

• Assist Financial Planners and Wealth Managers in maintaining their assigned client relationships (collaboration, research, etc.)

• Delegate, coordinate and track administrative tasks (including client paperwork and generating Investment Policy Statements) to be completed by Client Service Coordinator
• Perform additional assignments as needed including back office, operational, and administrative tasks related to opening and servicing client accounts

Required Qualifications

• B.A. or B.S. degree (Finance, Economics, Financial Planning, Accounting or Business preferred) and completion of a CFP Board-Registered Certificate Program

• Passed CFP® Certification examination or planning to sit for the certification examination within the next six months

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

• Enthusiasm and interest in financial planning

• Be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude

Required Skills

• Professional demeanor that communicates integrity and sincerity.

• Ability to listen

• Ability to communicate information in a clear, concise, and professional manner

• Strong attention to detail and systematic follow-through with prospects and clients

• Ability to perform multiple tasks efficiently and accurately with attention to detail

• Ability to work independently, but also able effectively function in a team environment

• Strong computer aptitude with proficiency in Microsoft Excel, Word, and PowerPoint

• Knowledge of eMoney financial planning software (or similar financial planning software)

Position perks:

• Competitive salary with performance--based pay program

• 401k with company match

• Professional development budget for CE, conferences and training

• Paid professional dues

About Silicon Valley Wealth Advisors

Silicon Valley Wealth Advisors is a fee-only wealth management firm with offices in San Jose, CA, Palo Alto, CA, and Spokane, WA. We have a 25-year history of serving clients in the Bay Area and beyond. The firm has been entrusted with approximately 300 families to manage roughly $300M of their hard-earned assets, a task we take very seriously.