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Associate Wealth Advisor
Job Description
An established independent financial advisory firm located in Menlo Park, CA is seeking an Associate Wealth Advisor to join their team. Our client provides financial planning, income tax planning, investment services and more.
The ideal candidate will have experience in the wealth management industry and preferably a CPA. The Associate Wealth Advisor delivers exceptional advice and service to clients of the company.
Pay Range: $90,000 - $120,000 DOE
Responsibilities:
- Prepare agendas, reports and analyses for client meetings
- Play a key role in the ongoing maintenance of the firm’s portfolio accounting and performance reporting system
- Assist in the execution of client recommendations
- Run financial projections for clients using sophisticated Excel models
- Assist advisors in evaluating various financial decisions and strategies for clients by
conducting research - Perform general research in areas of investments, income tax planning, estate planning, impact of recent regulations, and financial markets.
- Manage workflow and prioritize projects
Requirements:
- Bachelor's degree in accounting, finance, economics or related
- Relevant work experience in wealth management
- CFP, CPA, or CFA preferred
- Strong PC skills with proficiency in excel
- Excellent analytical and problem-solving skills
Benefits:
- Medical
- Dental
- Vision
- 401k
- Unlimited PTO
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