Wealth Management Associate

Joshua Levine
1 La Cruz Avenue Suite 202 Millbrae, CA 94030 Phone: (650) 781-1700
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The Position:

The Wealth Management Associate position will work directly with the AdvicePeriod San Francisco Bay Area Team to support a growing Partner Advisor team. We are seeking a Wealth Management Associate who can quickly partner with the team in handling the responsibilities outlined below. This is an exciting opportunity to be a part of an experienced and growing entrepreneurial team and will provide exposure to a broad range of advisory services.

What You Do:

You will provide client administration and relationship management support for the Partner Advisor team’s clients.

As a member of the Partner Advisor team, you will work with the team to establish client investment objectives and asset allocation within the parameters of the firm’s investment models.

As a Wealth Management Associate, you are the internal liaison between the Partner Advisor team, Operations, and the Advisory Team.

You will ensure that all aspects of the client service experience are optimized, while also managing the day-to-day operations of the business.

Additionally, you will provide technical support to the Partner Advisor team, including data gathering, scenario building, trade proposals, investment analysis, and presentation preparation.

You will engage with other members of the AdvicePeriod internal team to source best practices and ideas.

Specific Responsibilities:

Portfolio management execution and documentation, including investing and rebalancing client portfolios; monitoring cash positions for trading; and evaluating additional investment opportunities

Client portfolio oversight, including monitoring performance, taxes, and liquidity events

Task management and Client Relationship Management

Client meeting coordination and material preparation

Participation in client meetings and prospect consultations

Client onboarding organization and administration

Execution and oversight of client operational requests

Performance reporting reviews

Money movement coordination

Client document organization and compilation

Preparation of balance sheets, asset allocation, and portfolio transition analyses in conjunction with the Advisory team.

Develop an understanding of the client’s entire financial and family situation in order to structure a goals-based investment and financial plan

Utilize sophisticated financial planning software and specialized planning tools

What You Bring:

Bachelor’s degree with 3+ years of relevant work experience in wealth management

CFP® welcomed, but not required

Highly organized, detail-oriented approach to working with clients

Demonstrated investment management and trading experience

Operations knowledge and experience regarding client onboarding and administration

Understanding of basic financial, retirement, and tax planning concepts

Keen interest in learning more about investment management and financial planning including risk management, tax strategy, and retirement and estate planning

What We Offer:

Competitive salary, team-based incentive plan, 401(K), and medical/dental/vision benefits

Financial support for approved designations and courses

An Inc. Best Workplace and Entrepreneur Top Culture environment

Training through company-sponsored events

Mentorship opportunities with some of the top industry leaders

AdvicePeriod provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.