Kestra Holdings
Wealth Advisor - Capital Planning
Kestra Holdings, Roseville, California, United States, 95678
We are an RIA in Northern California managing over $1.4 billion of investments for our clients. We are looking for someone who is passionate about making a difference. As fiduciaries, we focus on delivering sound advice putting our clients at the center of every interaction and decision. We strive to create a culture of excellence; one that is people-centric and forever-focused on what is best for our clients.
As a Wealth Advisor with Capital Planning Advisors, you will manage existing client relationships, prospect new clients and implement financial advice. Strengthen client relationships by developing client centric financial plans and investment management recommendations in conjunction with our collaborative team-based approach.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, individual must be able to perform each essential duty satisfactorily:
Responsible for all planning, analysis, risk tolerance discussions for investment and other decisions that affect the client relationship and consult with senior teammates on complex or potentially risky decisionsMeet with clients on a regular/as needed basis with responsibility to manage the full client relationshipGrow existing relationships by adding more assets under management, identifying opportunities for more services and identifying referral chancesConduct financial needs assessment meetings with clients seeking financial advice or planning assistanceSpecific advisory work may include, but is not limited to:
Preparing and updating financial plansDeveloping asset allocation strategies and investment policy statementsAdvising clients on appropriate financial services and products given their planPreparing and presenting insurance cases
Apply relevant industry knowledge to provide recommendations as a fiduciaryAssist in the implementation of relevant and desired recommendationsMaintain contact with clients and monitors investment performanceThrough outreach, marketing, and active involvement in the community, develops leads for new client base and referralsKNOWLEDGE, SKILLS, AND/OR ABILITIES:
To perform this job successfully, individual should have the following skills and abilities:
Must have strong relationship management skillsMust be able to demonstrate an ability to work in a team environmentMust be able to demonstrate an ability to work in a fiduciary capacityMust have the ability to utilize critical thinking skills, solve problems, work within a team and anticipate firm needs and client questionsThorough understanding of investments, financial markets and planning strategies for high-net-worth clientsMust be detail oriented, structured and have a high degree of consistencyAbility to develop and close warm prospective clients.Creative, with a breadth of interests, and an intrinsic initiative to learnAble to perform multiple tasks efficientlyEDUCATION AND/OR EXPERIENCE:
Series 65 (or equivalent) FINRA registration.CFP preferredA minimum of five years of direct industry/client facing experienceProficient in Microsoft Excel, Word and PowerPoint.PHYSICAL DEMAND:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to sit at a computer for long periods of time in office environment well lit.Ability to lift up to 20 pounds.Position is located in Roseville CA office. Must be able to work in the office during scheduled work hours.OTHER DUTIES:
Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
As a Wealth Advisor with Capital Planning Advisors, you will manage existing client relationships, prospect new clients and implement financial advice. Strengthen client relationships by developing client centric financial plans and investment management recommendations in conjunction with our collaborative team-based approach.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, individual must be able to perform each essential duty satisfactorily:
Responsible for all planning, analysis, risk tolerance discussions for investment and other decisions that affect the client relationship and consult with senior teammates on complex or potentially risky decisionsMeet with clients on a regular/as needed basis with responsibility to manage the full client relationshipGrow existing relationships by adding more assets under management, identifying opportunities for more services and identifying referral chancesConduct financial needs assessment meetings with clients seeking financial advice or planning assistanceSpecific advisory work may include, but is not limited to:
Preparing and updating financial plansDeveloping asset allocation strategies and investment policy statementsAdvising clients on appropriate financial services and products given their planPreparing and presenting insurance cases
Apply relevant industry knowledge to provide recommendations as a fiduciaryAssist in the implementation of relevant and desired recommendationsMaintain contact with clients and monitors investment performanceThrough outreach, marketing, and active involvement in the community, develops leads for new client base and referralsKNOWLEDGE, SKILLS, AND/OR ABILITIES:
To perform this job successfully, individual should have the following skills and abilities:
Must have strong relationship management skillsMust be able to demonstrate an ability to work in a team environmentMust be able to demonstrate an ability to work in a fiduciary capacityMust have the ability to utilize critical thinking skills, solve problems, work within a team and anticipate firm needs and client questionsThorough understanding of investments, financial markets and planning strategies for high-net-worth clientsMust be detail oriented, structured and have a high degree of consistencyAbility to develop and close warm prospective clients.Creative, with a breadth of interests, and an intrinsic initiative to learnAble to perform multiple tasks efficientlyEDUCATION AND/OR EXPERIENCE:
Series 65 (or equivalent) FINRA registration.CFP preferredA minimum of five years of direct industry/client facing experienceProficient in Microsoft Excel, Word and PowerPoint.PHYSICAL DEMAND:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to sit at a computer for long periods of time in office environment well lit.Ability to lift up to 20 pounds.Position is located in Roseville CA office. Must be able to work in the office during scheduled work hours.OTHER DUTIES:
Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.