Current jobs related to Private Wealth Advisor - Walnut Creek - The Ladders

  • Private Wealth Advisor

    4 weeks ago

    Walnut Creek, California, United States Ronald Blue & Co Full time

    Job SummaryWe are seeking a highly skilled and motivated Private Wealth Advisor to join our team at Ronald Blue & Co. As a Private Wealth Advisor, you will be responsible for providing world-class service to our clients, developing and implementing financial plans, and leading a team of financial professionals.Key ResponsibilitiesBusiness Development:...

  • Wealth Management Advisor

    1 month ago

    Walnut Creek, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Wealth Management Advisor

    1 week ago

    Walnut Creek, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Wealth Management Advisor

    1 month ago

    Walnut Creek, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Wealth Management Advisor

    1 month ago

    walnut, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Wealth Management Advisor

    1 week ago

    walnut, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Private Wealth Advisor

    1 month ago

    Walnut Creek, United States Ronald Blue & Co Full time

    Job Type Full-time Description This position is located in our Walnut Creek Office, which is located at: 1220 Oakland Boulevard, Suite 200 Walnut Creek, CA 94596 The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and...

  • Wealth Management Specialist

    1 month ago

    Walnut Creek, California, United States Destination Wealth Management Full time

    Job Title: Wealth Management AdvisorThis is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to...

  • Wealth Advisor

    4 weeks ago

    Walnut Creek, United States Mercer Global Advisors Inc. Full time $75,000 - $300,000

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

  • Wealth Management Specialist

    3 days ago

    Walnut Creek, California, United States Mercer Advisors Full time

    Job Title: Wealth Advisor IIMercer Advisors is a leading wealth management firm that provides comprehensive financial planning and investment services to high net worth individuals and families.We are seeking a highly skilled and experienced Wealth Advisor II to join our team. As a Wealth Advisor II, you will work closely with our clients to understand their...

  • Wealth Management Professional

    3 days ago

    Walnut Creek, California, United States Mercer Advisors Full time

    Job SummaryThe Wealth Advisor and Senior Wealth Advisor roles at Mercer Advisors focus on deepening relationships with high net worth clients and growing their practice through referrals. Our team of experts provides a unified approach to managing clients' financial lives, including planning, investing, taxes, estate, insurance, and more.Key...

  • Senior Client Service Associate

    4 weeks ago

    Walnut Creek, California, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client service and personalized financial planning. Our team-based approach, combined with our expertise and passion for enriching the lives of our clients, sets us apart in the industry.Job SummaryWe are seeking a highly...

  • Senior Internal Financial Planner

    1 month ago

    Walnut Creek, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.  This is not a business development role. This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an...

  • Senior Internal Financial Planner

    1 month ago

    Walnut Creek, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.  This is not a business development role. This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an...

  • Senior Financial Planning Specialist

    1 month ago

    Walnut Creek, California, United States Destination Wealth Management Full time

    Senior Internal Financial PlannerDestination Wealth Management is a rapidly growing Wealth Management firm seeking a Senior Internal Financial Planner to join our team.This is a unique opportunity for a seasoned financial planning professional to work in a team-based structure, interacting with a wide range of clients and contributing to the growth and...

  • Wealth Management Specialist

    1 month ago

    Walnut, California, United States Leah Yosef International Full time

    Opportunity OverviewLeah Yosef International, a top-tier national registered investment advisor, is seeking a seasoned Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from custodial referral channels.This role offers a unique opportunity to join the fastest-growing region of a rapidly expanding...

  • Senior Financial Consultant

    4 weeks ago

    Walnut Creek, California, United States Rival Sourcing LLC Full time

    Private Wealth AdvisorRival Sourcing LLC is seeking a highly skilled and experienced Private Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for managing and maintaining relationships with clients, providing targeted advice, and delivering exceptional client experiences.Key Responsibilities:Manage and...

  • Merrill Financial Solutions Advisor

    2 days ago

    Walnut Creek, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor, you will help clients pursue their life goals through a personal relationship with your advisory team committed to their needs.We...

  • Senior Internal Financial Planner

    1 week ago

    walnut, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.  This is not a business development role. This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an...

  • Senior Financial Planning Specialist

    2 days ago

    Walnut, California, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing wealth management firm seeking a Senior Internal Financial Planner to join its team. This role focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure.This position is ideal for someone who enjoys working in a team...

Private Wealth Advisor

3 months ago

Walnut Creek, United States The Ladders Full time
Job Type

Full-time

Description

This position is located in our Walnut Creek Office, which is located at:

1220 Oakland Boulevard, Suite 200

Walnut Creek, CA 94596

The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their on-going growth and development.

Principal Accountabilities:

1. Business Development - Through connectedness and involvement in the local and broader Christian community creates and seizes business development opportunities to further the mission of the Company and has increasing impact in the lives of both current and potential future clients' lives.

  • Demonstrates a growing ability to create and seize business development opportunities while enhancing the company's professional presence and image within their community and spheres of influence.
  • Consistently seeks opportunities to obtain influence and develop persuasive skills by networking through small and large groups, one-on-one meetings, instructional opportunities, and speaking engagements in the context of professional organizations, community service organizations, churches, other community groups, etc.
  • Understands the Blue Trust target market and has the ability to evaluate and identify potential referral sources and networks where new opportunities for business may be found.
  • Understands available company resources and uses them appropriately to enhance visibility and understanding of the Blue Trust distinctives in the marketplace.
  • Develops ability to perceive client or prospect needs and converse confidently, reflecting back what client or prospect has conveyed and how Blue Trust can help them, while communicating a passion for what we do and looking for ways to enhance service to existing clients and bring Blue Trust counsel to new clients.
  • Works to acquire leadership skills which focus on client service and business development by seeking wisdom and counsel from others in leadership roles who model biblical servant leadership.
2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client base; through biblical relationships, challenging them in key areas to facilitate growth.
  • Strives to build organizational capacity, create and seize business development opportunities, and maintain a healthy commitment to results.
  • Empathetically listens and can apply biblical principles in the practice of financial investment, life coaching and planning strategies.
  • Seeks to continually increase knowledge of biblical financial principles and scripture memory verses in order to integrate this knowledge into all phases of client conversations and services and in a manner consistent with Blue Trust's approach to client counsel.
  • Manages an affluent client base by interpreting and delivering new financial plans to new clients and on-going counsel and support to existing clients.
  • Effectively adapts communication style as required to ensure productive interaction with team members and clients - especially related to the varied needs and perspectives inherent in spousal relationships.
  • Appropriately diagnoses the needs of the clients in order to develop and implement excellent financial solutions and actively participate in the timely review of clients' financial information to ensure that their goals and objectives are being met.
  • Work in conjunction with (Sr.) Financial Planner to initiate client meetings, follow up on meetings and responds to client inquiries regarding actions taken to accomplish goals.
3. Team Leadership - Sincerely values people and applies the principles embodied in the Company's Management Language, leadership principles and core values to lead their team in a manner that respects and values each.
  • Practice the art of leadership by participating in a healthy, productive, continually learning work culture.
  • Approaches work, interactions and relationships in a manner consistent with the Company's Core Values.
  • Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.
Requirements

Qualifications:
  • Successful completion of Company's Advisor Test.
  • Demonstrated in-depth knowledge of both the old and new testaments of the Bible, particularly with regard to scriptural references to money and finances, and an ability to apply and integrate this knowledge into all phases of client counsel.
  • Demonstrated ability to simplify complex financial issues.
  • Desire to serve clients and co-workers with excellence.
  • Aptitude and passion for learning new things with a strong work ethic.
  • Proven technical, analytical, and problem solving skills.
  • Proactive planning and responsiveness to urgent needs.
  • Capability to excel in a team environment.
  • Strong communication skills, both verbal and written.
  • Strong organization skills and systems acumen.
  • Strong business mathematical skills and keen attention to detail.
  • Personal integrity and ability to discreetly handle confidential data.
  • Adept at prioritization with ability to complete multiple time-sensitive tasks.
  • Good computer skills with proficiency in Microsoft Office.
  • Comfortable working in a professional environment that requires flexibility and responsiveness.
Education, Experience & Skills:
  • Bachelor's degree is required. Degree in Finance, Economics, Accounting or a related field or a Masters in the same fields is preferred.
  • Minimum of two to five (2-5) years prior experience as a Financial Planner and/or Financial Advisor.
Certifications, Licenses and Registrations:
  • Certified Financial Planner designation, CPA, or CFA is preferred.
  • Private Wealth Advisors are required to: have or obtain an industry recognized designation (e.g. CFP, CPA, CFA, CMA, ChFC, etc.) within 3 years of assuming their position, and have all professional requirements to register in the state in which their office is located and any additional states where the advisor's clients dwell.
Travel Requirements
  • Travel demands depend upon dispersion of client base and will include frequent travel by car, air, or other reasonable means of transportation and may include overnight travel, to ensure clients are served in a manner consistent with Division's client service model.

A reasonable estimate of the current range is $125,000 to $250,000 per year with benefits

This job description is for California only and the salary range listed above is specifically related to the cost of labor for this area. Any offered salary is determined based on internal equity, internal salary ranges, applicant's skills and prior relevant experience, and certain degrees and certifications. The range is provided in good faith. We may ultimately pay more or less than the posted range. This range may be modified in the future.

Blue Trust is an equal opportunity employer

Salary Description

$125,000 to $250,000 per year with benefits