NAPFA Consumer Group
Full Time Position of Senior Financial Planner
NAPFA Consumer Group, Pleasanton, California, United States, 94566
Full Time Position of Senior Financial Planner
Available: 6/24/2024Company: Sierra Pacific Financial Advisors, LLCContact: Janet Wan7077 Koll Center Pkwy #120Pleasanton, CA 94556Phone: 925-223-8868A fast-growing SEC registered investment advisory firm (RIA) is seeking to add a new experienced financial planner to join our dynamic team. The successful candidate will support the principal of the financial advisory firm servicing client relationships and working on various analysis & planning projects while documenting and communicating recommendations with prospects and clients. He/she will be an integral part of the financial planning team and investment committee.Responsibilities:As a lead planner responsible for all aspects of the client’s financial plan strategies and outcomes.Provide objective, unbiased financial advice to a diverse clientele by analyzing client needs and associated investment opportunities.Client relationship development and management, including ongoing and regular client contact and communications.Create comprehensive financial plans and investment strategies (e.g. retirement planning, stock options analysis, education funding, tax and estate planning, insurance needs analysis).Client planning updates, portfolio changes and reviews, and new opportunity identification.Research investment models and opportunities, maintain financial planning platforms.Manage lesser experienced professionals and inform team members of all client matters.Assist in business development activities, such as designing marketing strategy, making presentations, hosting podcasts & contacting prospects.Cross-sell firm's services and deepen existing client relationships by engaging in various social events.Qualifications:5+ years of experience in the financial planning field with demonstrated ability to develop plans and manage client relationships.Bachelor’s degree and CFP (Certified Financial Planner) designation is a must.Proficiency in Microsoft Office; experience with various financial planning platforms (e.g. eMoney & Orion), CRM (Redtail), and portfolio management software.An enthusiastic, pro-active and client service-oriented attitude.A self-starter who can work independently.Excellent verbal and written communication skills.Strong analytical skills and ability to focus on details.Organized, flexible, efficient, reliable, positive & eager to learn.Good entrepreneurial skills including leadership, management, creative thinking and problem-solving.Compensation:
Competitive base salary ($100k-$150K) plus revenue sharing payout.Benefits:
401(k) & Profit-Sharing plan, health care and dental plan.Interested candidates - please send your resume with a cover letter to info@sierrapfa.com.
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Available: 6/24/2024Company: Sierra Pacific Financial Advisors, LLCContact: Janet Wan7077 Koll Center Pkwy #120Pleasanton, CA 94556Phone: 925-223-8868A fast-growing SEC registered investment advisory firm (RIA) is seeking to add a new experienced financial planner to join our dynamic team. The successful candidate will support the principal of the financial advisory firm servicing client relationships and working on various analysis & planning projects while documenting and communicating recommendations with prospects and clients. He/she will be an integral part of the financial planning team and investment committee.Responsibilities:As a lead planner responsible for all aspects of the client’s financial plan strategies and outcomes.Provide objective, unbiased financial advice to a diverse clientele by analyzing client needs and associated investment opportunities.Client relationship development and management, including ongoing and regular client contact and communications.Create comprehensive financial plans and investment strategies (e.g. retirement planning, stock options analysis, education funding, tax and estate planning, insurance needs analysis).Client planning updates, portfolio changes and reviews, and new opportunity identification.Research investment models and opportunities, maintain financial planning platforms.Manage lesser experienced professionals and inform team members of all client matters.Assist in business development activities, such as designing marketing strategy, making presentations, hosting podcasts & contacting prospects.Cross-sell firm's services and deepen existing client relationships by engaging in various social events.Qualifications:5+ years of experience in the financial planning field with demonstrated ability to develop plans and manage client relationships.Bachelor’s degree and CFP (Certified Financial Planner) designation is a must.Proficiency in Microsoft Office; experience with various financial planning platforms (e.g. eMoney & Orion), CRM (Redtail), and portfolio management software.An enthusiastic, pro-active and client service-oriented attitude.A self-starter who can work independently.Excellent verbal and written communication skills.Strong analytical skills and ability to focus on details.Organized, flexible, efficient, reliable, positive & eager to learn.Good entrepreneurial skills including leadership, management, creative thinking and problem-solving.Compensation:
Competitive base salary ($100k-$150K) plus revenue sharing payout.Benefits:
401(k) & Profit-Sharing plan, health care and dental plan.Interested candidates - please send your resume with a cover letter to info@sierrapfa.com.
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