What are the responsibilities and job description for the Wealth Advisor position at The Mom Project?
We are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Managing Director.
We are open to the possibility of remote candidates if you are located in Northern California, or the Phoenix, AZ area.
What You'll Do
You have strong professional communication and interpersonal skills. You can motivate yourself to manage a book of clients and provide an impeccable experience.
You will have experience and attributes in the following areas:
We are open to the possibility of remote candidates if you are located in Northern California, or the Phoenix, AZ area.
What You'll Do
- Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships
- Develop and implement customized financial plans
- Conduct in-person portfolio and planning reviews
- Prepare investment proposals
- Collaborate with our referral partners
- Support our business development efforts
- Follow and have knowledge of regulatory requirements
You have strong professional communication and interpersonal skills. You can motivate yourself to manage a book of clients and provide an impeccable experience.
You will have experience and attributes in the following areas:
- Building immediate relationships with personnel and clients
- Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities
- Experience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial plan
- Experience creating client relationships – through high retention rate, increased wallet share capture, and receiving referrals
- 5 years of experience as a licensed financial services professional
- Bachelor's degree required
- Clean U4 Compliance Record
- CFP® certification or the ability to attain certification within 12 months
- Excellent quantitative, verbal, and written communication skills—can provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)
- Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning
- Demonstrate analytical skills
- Team-oriented individual to support a growing advisory practice
- Experience with eMoney, Salesforce, and Tamarac
- Securities representative licenses (Series 65 or 66) - FINRA
- You will be required to be accepted into the SAN (Schwab Advisor Network) through successful background check
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- PTO plan
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance