Relationship Advisor
2.
0 Walnut Creek, CA Walnut Creek, CA Full-time Full-time $150,000 - $200,000 a year $150,000 - $200,000 a year 5 days ago 5 days ago 5 days ago Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Relationship Advisor.
This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, and a desire to learn.
The Relationship Advisor position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure.
This is an ideal position for someone who enjoys working in a team environment with a wide range of clients and has the experience and knowledge to make each relationship valuable.
Job
Responsibilities:
Partner with Senior Advisors to develop and implement customized wealth planning strategies for clients; Manage multiple levels of client relationships within a team environment; Convey the firm's investment philosophy and strategy; Perform regular Portfolio Review meetings with clients to discuss their strategy; Address and research financial planning questions (e.
g.
Tax issues, cost basis, estate planning, insurance, stock options); Develop financial planning reports (e.
g.
Retirement projections, income analysis, education funding); Contribute to expanding client relationships; Strengthen client relationships for asset retention and aggregation; Contribute to the team and to meeting company growth goals; and Adherence to Destination Wealth Management Advisors' code of ethics and standards, and compliance requirements.
Candidate Characteristics:
Accepts personal ownership for commitments and goals; Effectively communicates, expresses ideas clearly, persuasively, and effectively; Exemplary relationship skills; Professional conduct with peers; Enthusiasm to provide world-class service to our clients; Ability to organize and prioritize in a timely manner; Attention to detail and reliability; Willingness to expand knowledge and expertise; and Position is currently hybrid remote but does require some willingness to periodically see clients face-to-face throughout the Bay Area and the Central Valley.
Education/Experience Requirements:
College Degree; Requires 7
years as a Registered Investment Advisor representative.
Alternatively, will consider at least 18 months as a Registered Investment Advisor representative and 5
years of Investment and Financial Planning experience; CFP Designation preferred; however, will consider candidates who have passed the CFP exam and are in the process of completing the CFP experience requirement; and Must have valid driver's license.
Job Type:
Full-time Pay:
$150,000.
00 - $200,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Physical setting:
Office Schedule:
Monday to Friday Work Location:
Hybrid remote in Walnut Creek, CA 94597.
Estimated Salary: $20 to $28 per hour based on qualifications.
0 Walnut Creek, CA Walnut Creek, CA Full-time Full-time $150,000 - $200,000 a year $150,000 - $200,000 a year 5 days ago 5 days ago 5 days ago Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Relationship Advisor.
This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, and a desire to learn.
The Relationship Advisor position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure.
This is an ideal position for someone who enjoys working in a team environment with a wide range of clients and has the experience and knowledge to make each relationship valuable.
Job
Responsibilities:
Partner with Senior Advisors to develop and implement customized wealth planning strategies for clients; Manage multiple levels of client relationships within a team environment; Convey the firm's investment philosophy and strategy; Perform regular Portfolio Review meetings with clients to discuss their strategy; Address and research financial planning questions (e.
g.
Tax issues, cost basis, estate planning, insurance, stock options); Develop financial planning reports (e.
g.
Retirement projections, income analysis, education funding); Contribute to expanding client relationships; Strengthen client relationships for asset retention and aggregation; Contribute to the team and to meeting company growth goals; and Adherence to Destination Wealth Management Advisors' code of ethics and standards, and compliance requirements.
Candidate Characteristics:
Accepts personal ownership for commitments and goals; Effectively communicates, expresses ideas clearly, persuasively, and effectively; Exemplary relationship skills; Professional conduct with peers; Enthusiasm to provide world-class service to our clients; Ability to organize and prioritize in a timely manner; Attention to detail and reliability; Willingness to expand knowledge and expertise; and Position is currently hybrid remote but does require some willingness to periodically see clients face-to-face throughout the Bay Area and the Central Valley.
Education/Experience Requirements:
College Degree; Requires 7
years as a Registered Investment Advisor representative.
Alternatively, will consider at least 18 months as a Registered Investment Advisor representative and 5
years of Investment and Financial Planning experience; CFP Designation preferred; however, will consider candidates who have passed the CFP exam and are in the process of completing the CFP experience requirement; and Must have valid driver's license.
Job Type:
Full-time Pay:
$150,000.
00 - $200,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Physical setting:
Office Schedule:
Monday to Friday Work Location:
Hybrid remote in Walnut Creek, CA 94597.
Estimated Salary: $20 to $28 per hour based on qualifications.
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