Associate Wealth Advisor, High Net Worth Planning
Overview
You will own the delivery of comprehensive wealth plans for high net worth clients, partnering with a senior advisor team to craft coordinated financial strategies that align with client goals and values. You will join a collaborative team in San Jose, where your work spans client relationship building, portfolio analysis, and financial planning execution. This role offers the chance to deepen expertise in eMoney and MoneyGuide Pro while pursuing the CFP designation, with a focus on growing into a lead advisor role.
What You'll Do8
- 1Build comprehensive financial plans and portfolios for high net worth clients, using eMoney and MoneyGuide Pro to model scenarios and recommend solutions.
- 2Own client requests and follow-ups, ensuring accuracy and timeliness in updating account information and executing transactions.
- 3Partner with the wealth advisor team to develop tailored investment strategies, researching and analyzing potential client solutions.
- 4Drive client retention and growth by delivering proactive, thoughtful service and maintaining meaningful relationships.
- 5Participate in the sales process alongside the team, identifying opportunities to expand existing client relationships and win new business.
- 6Master firm-approved software tools, including eMoney and MoneyGuide Pro, to streamline planning workflows and enhance data integrity.
- 7Coordinate with internal resources, such as tax, legal, and investment specialists, to deliver holistic advice.
- 8Document client interactions and maintain accurate records in CRM systems, ensuring compliance and audit readiness.
Requirements8
- 12+ years prior experience in financial planning, accounting, law firm, or related organization, with a focus on wealth management.
- 2Bachelor’s degree required; finance or related field preferred.
- 3CFP designation or Series 65 license required at start.
- 4Experience working with high net worth or ultra-high net worth clients is preferred.
- 5Hands-on proficiency with financial planning software, including eMoney and MoneyGuide Pro.
- 6Strong interpersonal and communication skills, with ability to listen actively and build trust.
- 7Detail-oriented with excellent organizational and time management skills, comfortable managing multiple priorities in a client-facing role.
- 8Understanding of fee-based consulting, mutual funds, money manager programs, and insurance products.
Salary Insight
$85 - $120k per year
Location
Required Skills
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