Full-Time

Wealth Advisor

Confirmed live in the last 24 hours

Earned

Earned

Senior

California, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking

You match the following Earned's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Five years or more of experience working in a fiduciary capacity as a wealth advisor
  • Proven ability to convey financial advice with empathy, clarity, and confidence
  • Bachelor's degree required, preferably in Financial Planning, Finance, Accounting, or Economics
  • CFP® certification required
  • Strong work ethic, detail-oriented with the ability to prioritize and organize workflow
  • Self-starter, productive, works well with a team and independently
  • Demonstrated analytical and problem-solving skills
  • Excellent written and verbal communication skills
Responsibilities
  • Turn clients into raving fans who love us and are eager to refer us to their physician friends
  • Build deep, meaningful, and impactful relationships with physician clients
  • Assess our client's overall financial needs, develop clients’ financial plans, and implement proposed strategies across investing, tax, estate, insurance, debt/cash management, and career advisory that optimize the wealth potential of physicians
  • Identify tax and legal considerations related to client scenarios. Leverage internal and external partners for specialized expertise in wealth planning
  • Develop a thorough knowledge of the unique financial needs of physicians and maintain a deep understanding of financial planning, capital markets, and the Financial Services industry
  • Lead ongoing client meetings to identify new ways of adding value and to communicate client progress that has been made
  • Timely respond to client service requests
  • Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
  • Comply with all regulatory requirements, including licensing and registrations
Desired Qualifications
  • Experience in serving the financial needs of physician is a plus
  • Knowledge of CRM (e.g, Salesforce), MoneyGuidePro, Orion, and Fidelity WealthScape a plus
  • Insurance licenses (or a desire to obtain them) are a plus
  • Willingness to be available when clients are
  • Some travel will be required, planned in advance

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

null