We are an independent wealth-advisory firm on the Peninsula offering financial planning and investment management to individuals, families and institutions.
We believe clients come first. Every action we take is in, and for, our clients’ best interest. We consistently remind ourselves that we exist because of our clients.
We believe trusted relationships are sacred. Trust forms the foundation of our relationships and, thus, we seek to cultivate trust every day. We work hard to build and maintain our clients’ trust. We always tell our clients the truth, in good times and in bad. We deliver the advice they need to hear rather than what they want to hear.
We believe in simplifying the complex. By doing so, we simplify our clients’ lives so they can focus on what is truly important to them. We work to communicate with and educate our clients so they are not confused by what we do. We provide greater clarity to our clients through our innovative and solutions-based approach.
We believe we can impact others’ lives. We strive for an intimate understanding of our clients’ values and goals so we can serve them better. We want each client to feel like they are our most important client and that we make a meaningful difference in their life. We strive to exceed client expectations. The service we provide should not just be excellent, but also delivered with care and compassion. We believe our service must always be our differentiator and help us to develop raving fans.
We believe independence matters. It enables us to always think and act with the client in mind and to offer them the best resources available regardless of their position.
We believe in teamwork. As a team, we remain accountable to, and rely on, each other in the important work that we do. We build trust and credibility with each other through commitment, hard work and mutual support.
We work together because we share these beliefs. We happen to be wealth advisors.
Today we seek to grow and enrich our team. Do you share our beliefs? Are you dedicated to understanding and helping others? Do you strive for professional and personal excellence? Are you willing to learn, work hard and sacrifice for a shared vision?
If so, tell us why. Send us your resume and a detailed cover letter. Let’s talk.
Position Overview: The Wealth Architect manages and retains existing clients as well as develops new client relationships. This position also coaches and develops the associate advisors. This role will work in conjunction with fellow advisors, associate advisors, and other technical specialists to develop advice for clients.
Duties & Responsibilities
Provide objective, unbiased financial advice to our clients by analyzing wealth-planning and investment-planning needs.
Develop and deepen relationships with outside professional advisors to facilitate client planning work (e.g., CPAs, attorneys, insurance professionals).
Manage day-to-day process of client relationships with internal team for client review meetings and planning follow-up.
Prepare and review all required planning work prior to meetings.
Initiate and field incoming client calls to address wealth-planning items and miscellaneous requests; acknowledge client emails, and voicemails within 24 hours.
Participate and contribute to Wealth Planning, Investments, Business Development, and Team Strategic Goals Committees.
Help drive the firm to meet overall business development goals.
Bachelor’s degree or related experience.
Graduate degree or professional designation preferred: CFP®, CFA, CPA/EA, JD, Masters, or PhD.
5+ years of experience advising clients in the financial-services industry (preferably with an independent registered advisory firm).
Niche planning area of expertise highly desirable (e.g. divorce planning, same-sex planning, non-profit or philanthropic planning, working with international clients, executive compensation planning, working with privately held businesses).
Other Skills & Experience
Emphasize client experience. Clients come first.
Demonstrate meticulous attention to detail with ability to multitask.
Strive to work well in a collaborative environment.
Communicate effectively with internal team and externally with clients and outside professionals.
As a growing wealth advisory firm in the Bay Area, Wealth Architects is always looking to identify potential associates with complementary strengths and shared values. We focus on the well-being of our associates and believe finding the right career matters when building your wealthier life.
If our values and planning and investment philosophies resonate with you, we want to hear from you. Please email a cover letter and your resume to Careers@Wealtharchitects.com to begin a dialogue.