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Wealth Advisor

4 weeks ago

Sebastopol CA, United States Willow Creek Wealth Management Full time

Join Our Team as a Wealth Advisor Are you a CFP professional with a passion for guiding clients toward financial success? Do you thrive in a collaborative, team-oriented environment? If so, we want to meet you Willow Creek Wealth Management is searching for a dedicated and experienced Wealth Advisor to join our team. Why Youll Love This Role As a Wealth Advisor at Willow Creek Wealth Management, you will provide top-tier financial guidance to our clients while working alongside an experienced, dedicated, and supportive team. Your expertise in financial planning, investment strategies, and client service will make a meaningful impact shaping financialfutures for our clients. What Youll Be Doing Comprehensive Client Experience: Conducting annual client reviews, analyzing client financial data, and developing personalized recommendations in collaboration with our team. Investment Strategy & Portfolio Management: Review investment policy statements, monitor portfolio performance, and implement investment transition plans. Client Engagement & Planning: Facilitate client meetings, summarize key takeaways, and track follow-through. New Client Onboarding: Lead investment analysis, present financial strategies, and manage the implementation of tailored investment solutions. Collaboration & Growth: Work with internal teams, contribute to strategic initiatives, and develop relationships with Centers of Influence (COIs) to expand your network. Industry Involvement: Stay ahead of industry trends by joining professional associations, attending sponsored events, and pursuing continued education. What You Bring to the Table Experience & Education: Minimum of three years in financial advisory services or the finance industry. Certification: Applicant is aCERTIFIED FINANCIAL PLANNERprofessional. Tech-Savviness: Proficiency in Microsoft Office Suite, particularly Excel, Word, Outlook. Ideally, experience with Orion, Advisor Engine CRM, and MoneyGuidePro. Strong Communication Skills: Ability to build lasting client relationships through clear, thoughtful, and professional interactions. Attention to Detail: Organized and meticulous, with the ability to manage multiple priorities while meeting deadlines. Proactive & Team-Oriented Mindset: A self-starter eager to contribute to a dynamic and client-focused team. Compensation Base Salary: Competitive base salary commensurate with experience. Variable Compensation: Revenue sharing compensation based on both new and on-going client revenue with significant compensation growth potential. Total Cash Compensation Range: $100,000 - $200,000/year Profit Sharing: Generous annual profit sharing plan contribution. Benefits Health, vision, dental insurance 401(k) profit sharing plan Paid family leave program Disability insurance Hybrid work environment Opportunities for equity ownership If youre ready to take the next step in your career and become part of a firm that values expertise, integrity, and collaboration, apply todayby sending your cover letter and resume to careers@willowcreekwealth.com.