Now Hiring: Wealth Advisor

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.

Must Haves:

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.

Technical Skills:

Responsibilities:

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

Requirements:

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).

Core Values:

Clients’ Best Interest First

Accountable

Reputation

Fun

Integrity and Honesty

Passionate

Join an exciting and growing team at Warren Street Wealth Advisors!

If you are interested in the position, please send your resume to: cary@warrenstreetwealth.com