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San Rafael

    Wealth Advisor - San Rafael, United States - RWA Wealth Partners LLC

    RWA Wealth Partners LLC
    RWA Wealth Partners LLC San Rafael, United States

    4 weeks ago

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    Description
    Job Description

    Job Description

    Organization

    RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match.

    And as a fee-only fiduciary, the advice you get is always in your best interest.
    As your wealth grows so does the complexity of managing it. Your advisor and team of professionals are in lock step with your goals and the future you seek.

    Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.

    Role Overview

    The Wealth Advisor serves as the firm's primary point of contact for a select group of clients and is instrumental in engaging a team of specialist to deliver on the client's needs.

    In this critically important role, the Advisor will manage client relationships, provide sound financial planning advice and counsel and work closely with all members of the team to exceed client expectations.

    You will be expected to help grow business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.

    Responsibilities
    Function as the primary trusted advisor to the firm's clients
    Ensure retention of the firm's clients as well as generating referrals

    Support the teams Regional Vice Presidents and Managing Directors as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, insurance, retirement planning and general financial planning.

    Provide cutting edge financial planning, tax, estate, and investment advice to the firm's clients.
    Analyze, draft, edit, and deliver comprehensive financial plans to clients.
    Analyze prospective client's investment portfolios and financial planning to support RVPs in introducing new clients to the firm.
    Manage client communications and follow-up with clients' other advisors.
    Ensure adherence to company standards of net new asset growth and retention.
    Attend company workshops or lectures and speak to groups of potential clients when called upon.
    Education, Experience and Qualifications
    Bachelor's Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master's degree a plus.
    Minimum of 5 years of client-facing tax, wealth management or financial planning experience
    CFP credential required or has advanced degree such as master's degree in financial planning or tax.
    The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
    Experience using CRM systems (Salesforce preferred)
    Sales aptitude and experience is also highly desired.
    Excellent communication, presentation, listening, and analytical skills.
    Proven time management and organizational skills in high-volume, high-energy environments
    Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts.
    Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude.
    Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
    Ability to learn quickly and efficiently.

    RWA Wealth Partners is an equal opportunity employer.

    We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

    If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

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