Associate Advisor

I. MISSION

Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with $1 billion + in assets under management.

BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a culture that promotes collaboration, initiative, and professional growth. The Associate Advisor will work with BEW Senior and Lead Advisors to provide financial planning and investment management for BEW’s clients.

The Associate Advisor is not expected to bring in business. Long-term, BEW expects the Associate Advisor to progress to an Advisor, which would include greater responsibility in running meetings, acting as a financial planning subject matter expert, and assuming a primary role with some clients.

II. RESPONSIBILITIES

• Support Senior and Lead Advisors on day-to-day client needs.

o Client communications are clear, prompt, responsive, and courteous

o Works with firm resources for effective delivery of client deliverables

• Assist in preparing for client meetings, taking notes, and sending follow-up emails.

• Gather personal financial data and create/update financial plans.

• Manage client data, outstanding tasks, and deliverables in CRM.

• Analyze financial planning strategies (e.g., tax planning, retirement spending, equity compensation) and work with Senior/Lead Advisor to develop recommendations.

• Collaborate with the Client Services Team on service requests and new client onboarding to ensure a seamless client experience.

• Assist with the firm’s Investment Committee and Financial Planning initiatives

• Support and adhere to client experience standards and compliance requirements.

III. QUALIFICATIONS

Experience and Education:

• Bachelor’s degree

• 2-3 years of experience in the financial services industry

• Demonstrated desire or progress towards the CFP® designation.

• CPA and CFA designations are also welcome.

• Experience with financial planning software (e.g., MoneyGuidePro) a plus

Skills and Knowledge:

• Well organized & excellent attention to detail

• Ability to prioritize and manage multiples tasks and client relationships

• Excellent communicator (verbal, written, listening)

• Strong interpersonal skills (integrity, humility, respect, empathy)

• Core knowledge of financial planning concepts and investment topics

• Team player who can work effectively in a collaborative environment

• Proficient in Microsoft Office Suite

• Past use of a CRM system a plus

IV. COMPENSATION

• Competitive salary based on experience

• Quarterly Incentive Bonus program

• Comprehensive benefits package: medical, dental, vision, life and disability insurance, etc.

• Open PTO (Paid Time Off) policy

• 401(k) retirement plan, including generous company-funded contributions

• Company-paid parking