Client Service Associate

HC Financial Advisors’ Mission:

“To be a trusted advisor to our clients as they pursue their vision of financial success while helping them feel secure during the financial lifetime.”

HC Financial has thrived by serving high net worth families and individuals with our unique brand of personal connection and financial planning excellence for over 35 years. As a result of our customized approach to each of their circumstances, our clients continually put us in touch with their own friends and family—by far our main source of new relationships. With this alignment of client and company values, we have steadily grown to a team of ten women and men, advising more than 250 families with over $500 million in total assets.

We collaborate with our clients on all aspects of their financial lives in an unbiased, non-commission-oriented approach, which is core to the fabric of our philosophy. We are also frequently their first call in vulnerable moments of their lives such as following the death of a loved one, a job change, the end of a relationship, or as they head into parenthood for the first time. We are not simply investment managers; we bring peace of mind and perspective through each twist along our clients’ journey.

Who are we looking for:

We are excited to hear from enthusiastic, detail-oriented professionals interested in helping HC Financial fulfill our mission with an ever-growing community of clients. Applicants should combine the ability to juggle many responsibilities and to connect with the families we advise. We have been based in the East Bay since our founding, and look forward to collaborating with the right candidate for this full-time position in person at our office in Lafayette, California (working remotely is not a possibility in this role).

The attributes and character traits that we seek in applicants include:

• The desire to pursue a long-term career in wealth management
• The motivation to tackle a wide range of tasks
• A prioritization of accuracy and care over speed to completion
• The ability to absorb new information with an independent intellectual curiosity
• A willingness to ask questions in search of deeper understanding
• A relationship-driven problem-solver
• A recent college graduate or professional with 1-3 years of experience
• Preference toward academic and career backgrounds in economics, finance, accounting, business, and especially progress toward the Certified Financial Planner (CFP®) designation

A successful candidate can expect to interact with all members of our team from operations to senior partners with responsibilities such as:

• Maintaining direct communication with clients to provide or obtain updated information
• Preparing financial projections and materials for the advisory team to present in meetings
• Responding to administrative client queries
• Helping new clients transition to our service model with comfort and ease
• Developing strategies for process improvement and greater efficiency
• Assisting with fund and company-specific investment analysis

Compensation & Benefits:

Just as you are investing your time to support our team and our clients, HC invests in our people with a competitive compensation package, generous support of educational and career advancement, and opportunities for dedicated team members with the right cultural fit to quickly expand their roles within the firm.

• Expected starting salary range of $55K to $65k based on experience
• Additional performance-based cash bonus
• Participation in 401k plan with profit-sharing employer contribution
• Paid vacation and company holidays
• Full employer-paid health coverage
• Opportunity to participate in group dental, vision, and disability insurance plans
• Reimbursement budget for educational/career expenses

Next Steps:

If you meet the characteristics we seek and are excited about the prospect of joining our team, please send a concise email with your resume attached as a PDF file to careers@hcfinancial.com. In your reply, we ask that you answer the following questions; no separate cover letter is needed.

Questions—your responses should be thoughtful, complete sentences of the specified length

1. What about this opportunity is the most attractive to you? (2 sentences or fewer)
2. What about this opportunity concerns you or would be challenging? (2 sentences or fewer)
3. Give an example of a professional or academic accomplishment that you are proud of and why. (2 sentences or fewer)
4. Describe a moment or interaction you have had that touched or impacted another individual in a meaningful way. (3 sentences or fewer)
5. If you could sit down for an hour to talk with anyone—alive or dead, well-known or not—who would you select? (Name of person only)

Be sure to follow these instructions closely; there will be chances for desirable applicants to elaborate by phone or in person. Please, do not call our office, we will contact you once we have received your submission via email.

Please note: In order to protect the health and safety of our clients and employees, we do require that all candidates be fully vaccinated for COVID-19 prior to in-person interviews.

We thank you very much for your time and wish you well on your search, whether or not your path leads to us.