Jobs
>
Redwood City

    Financial Advisor - Redwood City, United States - TalentLink Solutions

    TalentLink Solutions
    TalentLink Solutions Redwood City, United States

    1 month ago

    Show more Collapse job
    Default job background
    Accounting / Finance
    Description

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate intellectual, and sometimes behavioral, insight and support. Our clients appreciate the support we give them when anything happens in their life; selling a business, changing jobs, buying a car, or if something happens to their loved ones. Our collaboration with our clients runs deep, and it extends to our team as well. Although there is some flexibility, we genuinely like to be in office together. We've been building our technological capabilities for years and believe this is a firm strength. We are rapidly growing and it's an exciting time to join our team

    The Financial Advisor is an integral part of our firm, serving as the primary connection between our clients and our team. This role is part planner, being the person that loves to dive deep into client situations and identify opportunities to help clients but then also be the advisor, who loves to connect with people and genuinely cares. You have to love both functions to succeed here You will provide comprehensive technical, financial planning and investment management solutions to a group of clients and perform supervisory functions and mentorship to emerging professionals. Working under the supervision of a Lead Advisor and/or Senior Advisor, you will have decision making abilities on client plans, investment processes and procedures, operational processes and procedures, client affairs, and ensuring the highest level of client satisfaction.

    You have enough experience in front of clients that you are confident in almost any scenario, and you have obtained proper licensing. You will be an exceptional communicator, influencer, and enthusiastic person who supports the vision, positive culture, and team spirit. You want to be a master of your craft and you are the type of person that is always looking to better yourself.

    Client and Advisory Engagement:

    • Manage and engage directly with a group of clients to best support their financial, investment, and risk outcomes; responsible for client retention and client satisfaction with assigned clients
    • Provide guidance and expert advice to management, clients or other groups outside the organization on technical financial planning and investment planning needs, systems, or process-related topics
    • Analyze information and evaluate results to choose the best solution to solve client or operational problems and be held accountable and responsible for those decisions
    • Ensure the compiling, coding, categorizing, calculating, tabulating, auditing, reconciling, downloading and verifying of client data in the organizations' client related software programs, including CRMs, financial planning software, investment management software, and other related or connected programs is completed according to procedure
    • Observe, receive, and otherwise obtain information from all relevant sources to make sure client accounts are up to date, including translating or explaining what information means and how it can be used by other professionals
    • Identify concerns, problems or opportunities within client accounts or households and notify, update or correct the client information prior to it becoming a problem for other professional advisors or the relationship with the client
    • Use relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards
    • Analyze client information and evaluate results to choose the best solution and solve problems
    • In-depth understanding of time value of money: present value, future value, annuity payments, internal rate of return and compounding interest
    • Engage and prepare client onboarding requirements with financial planning software
    • Update CRM with client data and work through client process

    Compliance:

    • Support Compliance to maintain an effective and robust investment advisory compliance program
    • Perform other compliance related tasks and projects as assigned

    Experience and Education:

    • Bachelor's degree required, preferably in finance, financial planning, or a related field
    • Series 65 and CFP (or similar) required; pursuit of advanced degree or additional designations preferred
    • Minimum of 4 years of experience in a direct advisory capacity, preferably with an independent registered investment advisor or broker-dealer
    • Proficient in complex financial planning and development of complex client cases
    • Strong leadership experience preferred
    • Experience working with various custodial platforms and knowledgeable of custodial processes

    Skills and Knowledge:

    • Excellent communication skills (verbal, written, empathy and listening)
    • Extensive knowledge in financial planning analysis and modeling, specifically to affluent and high-net-worth clients
    • Proficient in Microsoft Office Suite / Google Apps
    • Knowledge of Investment Advisory Regulations required
    • Demonstrate personal integrity, honesty and confidentiality
    • Ability to withstand stress of an ever-changing investment market and financial services environment
    • Excellent time management and strong organizational skills, with the ability to prioritize multiple tasks and anticipate potential problems

    We have other current jobs related to this field that you can find below

  • TalentLink Solutions

    Financial Advisor

    2 weeks ago

    TalentLink Solutions Redwood City, United States

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...

  • TalentLink Solutions

    Financial Advisor

    4 weeks ago

    TalentLink Solutions Redwood City, United States

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...

  • Summitry

    Financial Advisor/Senior Financial Advisor

    3 weeks ago

    Summitry San Mateo, United States

    Job Description · Job Description · Financial Advisor/Senior Financial Advisor · Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. J ...

  • Summitry

    Financial Advisor/Senior Financial Advisor

    2 weeks ago

    Summitry San Mateo, United States

    Job Description · Financial Advisor/Senior Financial Advisor · Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative ...

  • Insight Global

    Financial Advisor

    2 weeks ago

    Insight Global Burlingame, United States

    One of our top financial clients is seeking to hire a Financial Consultant for their Burlingame, CA branch location. You will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. The client will ...

  • Apex Dynamics

    Junior Financial Advisor

    3 weeks ago

    Apex Dynamics Tea, United States

    MLP is looking for a Junior Financial Advisor (m/f/d) in Mainz or Wiesbaden. · A meaningful and fulfilling role: · As an independent advisor (m/f/d), you will develop financial concepts and support people in making better career and financial decisions. · You will accompany your ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual San Francisco, United States

    *Must be in San Francisco Bay Area · At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. · Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500, affirming ...

  • LPL Financial

    Financial Advisor

    3 weeks ago

    LPL Financial Palo Alto, United States Full time

    Your career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank N.A. in Palo Alto, CA would allow you to join the Investment Program at BMO Bank N.A. as a ...

  • Summitry

    Financial Advisor/Senior Financial Advisor

    1 month ago

    Summitry Foster City, United States Full time

    Financial Advisor/Senior Financial Advisor · Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative te ...

  • LPL Financial

    Financial Advisor

    4 weeks ago

    LPL Financial Palo Alto, United States Full time

    Your career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Palo Alto, CA would allow you to join the Investment Program at BMO Harris Bank ...

  • Grassi Investment Management

    Financial Advisor

    1 week ago

    Grassi Investment Management Santa Clara, United States

    Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. · Our ideal candidate would be from a large firm looking to bring their expertise and kno ...

  • New York Life

    Financial Advisor

    1 week ago

    New York Life San Jose, United States

    New York Life - Insurance Agent with New York Life Insurance Company · The fundamental foundation of a New York Life Insurance Agent's role is built client by client. · Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpect ...

  • Bank of Montreal

    Financial Advisor

    4 weeks ago

    Bank of Montreal Walnut Creek, United States

    Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. ...

  • Monterra Credit Union

    Financial Services Advisor

    2 weeks ago

    Monterra Credit Union San Mateo, CA, United States

    Do you possess a broad knowledge of financial products and services? · Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? · Would you like to work at a multi-faceted, dynamic organization tha ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual San Francisco, United States

    *Must be in San Francisco Bay Area · At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. · Northwestern Mutual was named one of the Worlds Most Admired Companies in our industry by Fortunes annual survey in 2024 and ranked 111 by Fortune 500, affirming w ...

  • LPL Financial

    Financial Advisor

    1 week ago

    LPL Financial San Francisco, United States

    Your career path should lead to real opportunity · LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Golden 1 Credit Union in San Francisco, CA would allow you to join the Investment ...

  • Thrivent Financial

    Financial Advisor

    1 week ago

    Thrivent Financial San Francisco, United States

    Financial Advisor - Greater San Francisco Bay Area page is loaded · Financial Advisor - Greater San Francisco Bay Area · Apply · locations · CA - San Francisco · CA - San Mateo · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · REQ-12576 · ...

  • S Piper Staffing LLC

    Financial Advisor

    1 week ago

    S Piper Staffing LLC San Francisco, United States

    Title: Financial Advisor (CFP Required) · Type: · Full-time / Perm / Fully On-site · Salary: · 125K - $250K/annually, depending on location and experience. · Locations: · San Francisco Bay Area, CA · San Francisco, CA · Los Gatos, CA · San Mateo, CA · Reno, NV · Seattl ...

  • S Piper Staffing LLC

    Financial Advisor

    2 weeks ago

    S Piper Staffing LLC San Francisco, United States

    Title: Financial Advisor (CFP Required) · Type: · Full-time / Perm / Fully On-site · Salary: · 125K - $250K/annually, depending on location and experience. · Locations: · San Francisco Bay Area, CA · San Francisco, CA · Los Gatos, CA · San Mateo, CA · Reno, NV · Seattle, WA ...

  • Edward Jones

    Financial Advisor

    1 week ago

    Edward Jones San Francisco, United States Permanent

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. · Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where e ...