Head of Client Relations and Financial Planning - San Francisco

---

Job description

We are a mature, specialized and successful Wealth Management Advisory firm situated in the TransAmerica Building in San Francisco. We provide high-end investment planning services and seek to find an energetic, detail minded, and business oriented financial associate who enjoys working in a team environment.

What you will bring to the firm:

As Head of Client Relations and Financial Planning and , you will have a leadership role within our firm providing high level financial planning to a dedicated book of wealth management clients and finding new clients to expand the existing client base. Successful advisors are ambitious, adaptable, competitive, and seek to grow professionally and personally. If you are results oriented and seek creative solutions, while having the grit to take ownership of them and implement, you will be a perfect fit.

Responsibilities:

Will develop new business that:

• Increase assets under management from assigned client base
• Find new revenue opportunities to service existing clients more effectively
• Connect to heirs of clients and engaging those heirs with firm
• Publicly represents the firm's strategic brand
• Engage with team/staff in actions that are consistent with firm branding, service standards and initiatives

In this role, you will participate in a role that maintains the current client base by working with and under the supervision of the senior advisor to:

• Be an integral part of the relationship team for the firm
• Focus on ongoing client relationship management including client care and delivering on promises made to client
• Directly responsible for client satisfaction with firm and retention of client accounts
• Responsible for development of technical, relational, and client skills of team members
• Maintains familiarity with industry and economic trends and applies knowledge to client service and relationships
• Maintains knowledge of and shows ability to apply compliance standards

Continue to develop self and colleagues by:

• Maintaining knowledge of and ability to apply compliance standards
• Working collegially and productively with peers and other team members
• Committing to ongrowing growth of skill set and competencies needed to serve client, firm, and individual success

Competencies:

• A solid 8-10 year background that demonstrates high performance standards and success in business development
• Deep experience with financial planning that isn't always product based
• Ability to advise clients on all aspects of their balance sheet including investment accounts, cash management, qualified plans, real estate, credit and alternatives
• Working understanding of tax thresholds, types of taxation for different instruments and accounts, and the levers for increasing or reducing taxes
• A comprehensive understanding of financial markets and relentless drive to learn more
• Series 7, Series 66 and California Life & Health or similar. Unlicensed candidates will be considered but required to obtain the requisite licenses within 120 days of employment
• CFP, CFA, CPA, J.D. or similar certification or degree

What we offer:

• We have an exciting and clear vision for growth, driven by strong firm culture and collaboration with other exceptional professionals
• We believe in your potential, so we invest in a comprehensive mentorship program to accelerate your professional development
• You need to relax, so we offer generous vacation days and the flexibility to take them when you need them - with a team to support you so you come back refreshed and not overwhelmed
• Your wellness is important, and we support you with comprehensive medical, dental, vision, and long-term disability coverage in addition to our on-site gym and complimentary yoga instruction
• We are financial planners, and we support your financial plan with a 401(k) and profit sharing