What are the responsibilities and job description for the Wealth Advisor position at Willow Creek Wealth Management?
Join Our Team as a Wealth Advisor!
Are you a CFP® professional with a passion for guiding clients toward financial success? Do you thrive in a collaborative, team-oriented environment? If so, we want to meet you! Willow Creek Wealth Management is searching for a dedicated and experienced Wealth Advisor to join our team.
Why You’ll Love This Role
As a Wealth Advisor at Willow Creek Wealth Management, you will provide top-tier financial guidance to our clients while working alongside an experienced, dedicated, and supportive team. Your expertise in financial planning, investment strategies, and client service will make a meaningful impact shaping financial futures for our clients.
What You’ll Be Doing
- Comprehensive Client Experience: Conducting annual client reviews, analyzing client financial data, and developing personalized recommendations in collaboration with our team.
- Investment Strategy & Portfolio Management: Review investment policy statements, monitor portfolio performance, and implement investment transition plans.
- Client Engagement & Planning: Facilitate client meetings, summarize key takeaways, and track follow-through.
- New Client Onboarding: Lead investment analysis, present financial strategies, and manage the implementation of tailored investment solutions.
- Collaboration & Growth: Work with internal teams, contribute to strategic initiatives, and develop relationships with Centers of Influence (COIs) to expand your network.
- Industry Involvement: Stay ahead of industry trends by joining professional associations, attending sponsored events, and pursuing continued education.
What You Bring to the Table
- Experience & Education: Minimum of three years in financial advisory services or the finance industry.
- Certification: Applicant is a CERTIFIED FINANCIAL PLANNER® professional.
- Tech-Savviness: Proficiency in Microsoft Office Suite, particularly Excel, Word, Outlook. Ideally, experience with Orion, Advisor Engine CRM, and MoneyGuidePro.
- Strong Communication Skills: Ability to build lasting client relationships through clear, thoughtful, and professional interactions.
- Attention to Detail: Organized and meticulous, with the ability to manage multiple priorities while meeting deadlines.
- Proactive & Team-Oriented Mindset: A self-starter eager to contribute to a dynamic and client-focused team.
Compensation
- Base Salary: Competitive base salary commensurate with experience.
- Variable Compensation: Revenue sharing compensation based on both new and on-going client revenue with significant compensation growth potential.
- Total Cash Compensation Range: $100,000 - $200,000/year
- Profit Sharing: Generous annual profit sharing plan contribution.
Benefits
- Health, vision, dental insurance
- 401(k) profit sharing plan
- Paid family leave program
- Disability insurance
- Hybrid work environment
- Opportunities for equity ownership
If you’re ready to take the next step in your career and become part of a firm that values expertise, integrity, and collaboration, apply today by sending your cover letter and resume to careers@willowcreekwealth.com.
Salary : $100,000 - $200,000