Experienced Wealth Management Consultant

2 weeks ago


Millbrae, California, United States Conquis Financial LLC Full time

Position Overview:

We are seeking a seasoned Wealth Management Consultant to enhance our dedicated team at Conquis Financial LLC. This role is pivotal in providing exceptional service to a select group of affluent clients.

Key Responsibilities:

  • Collaborate with team members to create detailed financial strategies that encompass various planning aspects, including cash flow management, goal setting, retirement strategies, tax optimization, risk assessment, and insurance evaluations.
  • Analyze various planning scenarios, offering insightful observations and tailored recommendations.
  • Facilitate engaging presentations of financial plans during client meetings.
  • Prepare for and participate in regular client reviews, delivering valuable planning insights.
  • Manage the onboarding process for new client accounts.
  • Coordinate with custodians to address and resolve service-related issues.
  • Engage in business development initiatives to expand our client base.

Qualifications:

  • Proven track record of several years in developing comprehensive financial plans; proficiency with eMoney is highly desirable.
  • Bachelor's degree with a minimum of 5 years of relevant experience in financial planning and wealth management.
  • Possession of an active Series 65 license; clean U-4 record.
  • Expertise in financial, retirement, and tax planning.
  • Strong verbal communication skills coupled with advanced writing and grammatical capabilities.
  • Operational familiarity with major custodians and trading platforms.
  • A keen interest in business development.
  • CFP designation or scheduled to take the CFP exam.
  • Experience with BlackDiamond trading and reporting systems is a plus.

About Conquis Financial LLC:

Conquis Financial LLC is a distinguished firm specializing in serving global law firms and other highly compensated professionals across the nation. Our refined methodology for delivering financial planning and wealth investment guidance has been honed over 25 years. We cater to clients who wish to express their values through investment choices as well as those focused on establishing a lasting family legacy.

Our Core Principles:

· Competence
· Carefulness
· Continuous Improvement
· Compassion
· Comprehensiveness

We pride ourselves on being a flexible and inclusive firm, dedicated to the exceptional service we provide to our clients. For individuals with an entrepreneurial mindset, this role presents an excellent opportunity to advance your career within a growing organization.

What We Provide:

  • Competitive salary commensurate with experience.
  • Incentive plan based on team performance, evaluated quarterly.
  • 401K plan with employer matching contributions.
  • Comprehensive medical, dental, and vision benefits.
  • Cafeteria plan under section 125.
  • Team lunches every Friday.
  • Proximity to parking and public transportation options.
  • After six months, a negotiable hybrid work policy.
  • Potential for compensation related to existing client bases and equity participation for Wealth Advisors with established clients.


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