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Financial Planning Associate

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Vista Wealth Management Group, LLC

2021-12-03 08:57:59

Job location San Francisco, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Vista Wealth Management Group LLC

Location: San Francisco, Pleasanton, Palo Alto

Financial Planning Associate:


Vista Wealth Management is searching for a Financial Planning Associate for one of our Bay Area offices. We want to mentor planners who are passionate about financial planning and are motivated to develop their technical skills.


Our Core Values are WICKED


Wow Service

Innovate

Clients First

Keep Excelling

Encourage Funness

Don't Be a Jerk


Responsibilities

  • Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and review financial objectives.
  • Create and update client financial statements and client profiles
  • You will be part of the team responsible for preparing financial plans, determining investment strategy, creating ad-hoc analysis, and developing actionable recommendations for clients
  • Work with advisors across all offices to build financial plans


Knowledge and Skills

  • Excellent written & verbal communication
  • Working knowledge in EMoney preferred
  • Superb attention to detail
  • Accurate, high quality work product
  • Proficient in Excel
  • Exceptional time/project management
  • Creative problem solving
  • Working knowledge of the financial markets and taxation of investments

Education & Experience

  • Bachelor's degree, in a business-related major
  • One year of work experience preferred in financial planning or wealth management


Salary & Benefits

  • Competitive salary adequate with experience
  • 401k plan available with employer match
  • Paid time off
  • Medical, dental, vision coverage
  • Group life/disability insurance
  • Wellness membership reimbursement
  • Paid Sabbatical after five consecutive years
  • Hybrid work schedule

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