A fast growing SEC registered investment advisory firm (RIA) is seeking to add a new experienced financial planner to join our dynamic team.  The successful candidate will support the principal of financial advisory firm servicing client relationships and working on various analysis & planning projects while documenting and communicating recommendations with prospects and clients. He/she will be an integral part of financial planning team and investment committee. 

Responsibilities:

• As a lead planner responsible for all aspects of the client’s financial plan strategies and outcomes
• Provide objective, unbiased financial advice to a diverse clientele by analyzing client needs and associated investment opportunities.
• Client relationship development and management, including ongoing and regular client contact and communications.
• Create comprehensive financial plans and investment strategies (e.g. retirement planning, stock options analysis, education funding, tax and estate planning, insurance needs analysis) 
• Client planning updates, portfolio changes and reviews, and new opportunity identification.
• Research investment models and opportunities, maintain financial planning platforms
• Manage lesser experienced professionals and inform team members of all client matters
• Assist in business development activities, such as designing marketing strategy, making presentation, hosting podcast & contacting prospects
• Cross-sells firm's services and deepens existing client relationships by engaging various social events

Qualifications:

• 3+ years of experience in financial planning field with demonstrated ability to develop plans and manage client relationships
• Bachelor’s degree and CFP® (Certified Financial Planner) designation is a must
• Proficiency in Microsoft Office; experience with various financial planning platforms (e.g. eMoney & Orion), CRM (Redtail), and portfolio management software.
• An enthusiastic, pro-active and client service-oriented attitude
• A self-starter who can work independently
• Excellent verbal and written communication skills
• Strong analytical skills and ability to focus on details
• Organized, flexible, efficient, reliable, positive & eager to learn
• Good entrepreneur skills including leadership, management, creative thinking and problem-solving

About Sierra Pacific Financial Advisors, LLC

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