Description

For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn

Wealth Advisor

Los Gatos (Hybrid)

$125K-$175K + Bonus and Profit Sharing + Excellent Benefits like 401k up to 6.5%!

Company:

Our client is an investment management firm with nearly $5B AUM and a history of long terms returns that are significantly better than the S& P 500. For over 40 years, the firm has provided disciplined portfolio management for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations across separately managed accounts and mutual funds.

The Wealth Advisor position is a critical role which supports and furthers the objectives of the entire Wealth Advisory team. This individual is responsible for servicing existing client relationships as well as assisting in generating new prospects and leads to support the growth of the business.

The Role:

• Ability to both develop and manage client relationships at an advanced level.

• Actively make client recommendations consistent with the client’s financial plan and Investment Policy Statement. Understand and think strategically about each client’s financial planning including performing general research in areas of investments, income tax planning, estate planning, and impact of recent regulations.

• Drive new sales opportunities. Including working closely with outside centers of influence (COI’s) and internal teams to ensure an integrated and superior client sale and service experience.

• Grow and foster relationships with clients and prospects to educate and promote our products and offerings.

• Host and curate events along with associated content for existing clients and prospects.

• Partner with other members of the Wealth Advisory team to support clients in a collaborative manner by executing service requests including: regularly updating information in the CRM, scheduling meetings, onboarding new clients, report generation, and other tasks as assigned.

• Frequently meet with clients and complete mandatory account reviews for those relationships. Formulate the appropriate actions necessary to help the client enhance their relationship with our Investments.

• Provide high level service to clients, beneficiaries, advisors, and other related parties to assigned accounts.

• Local and regional travel may be required.

Requirements

Keys:

• 10 + years of Private Client/High Net Worth experience.

• Series 65 license or commitment to obtain the license within 3 months of employment.

• CFP, CFA, or MBA is a plus.

• Strong organizational, time management, analytical, and communication (verbal and written) skills, with the ability to foster relationships across the firm.

• Proven ability to manage multiple projects simultaneously and under tight deadlines.

• High level of integrity both personally and professionally practicing a fiduciary approach to managing client relationships.

• Ability to communicate a financial plan to clients.

• Experience utilizing various technology solutions, including Salesforce, MoneyGuide Pro, and Junxure CRM, is preferred.

Interview process

• Zoom interview COO

• Zoom or in-person interview with the Director of Wealth Management and 2-3 team members

• Potentially a follow up round with case study

• Meeting with the president

For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn

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