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Finance Associate - Redwood City, United States - Claire Myers Consulting
Description
Our client is a firm of financial architects with deep expertise in the tech sector and stock-based compensation. They help their clients break through the daily financial noise to create their own philosophy around money.The group provides flat-fee financial planning as well as wealth management services to their clients, and they currently have approx.
$300M in assets under their care.They are looking to bring on a Financial Associate to work directly with clients on their financial planning. This position has a clear career path with the potential for future opportunities in the firm.
Job Responsibilities
Implement recommendations that are identified through the planning process
Run analysis and develop recommendations to help clients optimize each area of their planning
Help new clients "get up to speed" and feel confident in their plan
Work directly with the team to ensure all appropriate documents are in order, signed, and completed
Coordinate with the companys tight-knit team to deliver timely, tailored, and caring guidance
Serve as a secondary point of contact for clients' questions related to their planning and implementation
Work with a measure twice, cut once mentality
Job Requirements & Qualifications
Ideal candidates are curious, caring, excellent communicators, and excited to learn and grow
0-2 years of experience in the finance industry
BA/BS in Finance, Business, or a related field is preferred
Our client cares most about hiring the right person for the job and can provide training and development to help advance necessary skill sets
Compensation
$60,000 base salary plus bonus, benefits, and other incentives.
As well as further related education cost covered (example:
CFP designation, FINRA licenses, etc.)
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