Join the team
Warren Street Wealth Advisors is looking for an experienced financial planner/wealth advisor with a strong planning and relationship management background. If you prioritize clients’ best interests and have a proven record of outstanding client service, let’s talk. By joining our ensemble practice, you’ll be able to focus on building relationships, giving great advice, and helping clients achieve their goals. We will provide the asset management, business development, and back office support.
As least 5 years in a client facing financial services role, preferably in financial planning or tax. You must be a strong listener, able to analyze needs, develop solutions, and present recommendations that clients will be confident executing on. Candidates must have a clean compliance history, and at minimum, hold a Series 65 license. CFP or CFA preferred. An existing book of business is not required for this position, but if you have a book of business, then we are happy to share our firm’s strategy for this type of arrangement.
Lead client facing Discovery & Solutions meetings
Review asset allocation and advise on updates
Analyze tax returns and make recommendations
Educate clients on all things financial planning (6 CFP Modules)
Mitigate behavioral biases in yourself and clients
Maintain client files in compliance with SEC standards
At least 5 years of experience within the financial services industry
Bachelor’s Degree (business, finance, accounting, or economics preferred)
Series 65 or professional certification or charter that gains IAR exemption
Must have strong organizational and prioritization skills
Problem solving skills to determine the most efficient method of resolution while complying with corporate and regulatory procedures
Client service oriented
Strong attention to detail
Must be computer literate and proficient with Windows, Word, and Excel
Ability to multitask
What we provide:
We will provide you a collaborative environment where you will be able to contribute to the success of a team and drive results for you and your clients. We will provide a pipeline of new clients, advanced planning cases, and relationship building scenarios. Additionally, ongoing training, administrative support and institutional grade asset management will be there to support you. Strong base salary + splits from new and existing firm clients, 401(k) plan, profit sharing, medical, dental, vision, and vacation benefits offered.
About Warren Street Wealth Advisors:
Vision: Warren Street’s 2026 vision is to advise 1,000 households and manage over $1,000,000,000 in AUM. Warren Street currently advises 184 households and has discretion on $110,000,000 in AUM (as of 2/28/2018).
Clients’ Best Interest First
Integrity and Honesty
Join an exciting and growing team at Warren Street Wealth Advisors!
If you are interested in the position, please send your resume to: firstname.lastname@example.org