Associate Wealth Advisor

Associate Wealth Advisor/Paraplanner

About the Job

The Firm is an independent, reputable, fee-only Wealth Management practice located in Los Altos, CA . We manage assets for high-net-worth individuals, families, and charities. The firm is a Registered SEC Advisor and has been in business for 24 years .

The Associate Wealth Advisor is primarily responsible for providing client service support. In this role, the individual will directly support to a financial advisor .

Principal Responsibilities

• Client Reviews: Prepare quarterly review packages for clients.
• Portfolio Management: Review and rebalance client portfolios.
• Analysis & Reporting: Prepare performance investment analysis and customized spreadsheets.
• Data Coordination: Coordinate the gathering of data from clients, attorneys, accountants, and other professionals.
• Meeting Preparation: Assist with meeting logistics, review client meeting notes, and handle all necessary follow-up.
• Task Management: Monitor and complete tasks, manage client open items, and actively follow up with clients and external professionals.
• Account Processing: Complete and submit external account paperwork and follow through to completion.
• Office Support: Back up client services and provide administrative office support as needed.

Qualifications

• Education: Bachelor’s Degree from an accredited college.
• Technical Skills: Highly proficient with Microsoft Excel.
• Core Skills: Outstanding analytical skills and strong attention to detail.

Pay: $70,000.00 - $100,000.00 per year

Benefits:

• Paid time off
• Retirement plan

Ability to Commute:

• Los Altos, CA (Required)

Work Location: Hybrid remote in Los Altos, CA