Qualifications

You could be a great fit if you have:

• Certified Financial Planner (CFP) designation required
• Minimum of a Bachelor’s degree in Finance is preferred
• Series 7 and 63/65 or 66
• Minimum of 3 years of industry related experience
• Proficient with Microsoft Office, Power Point, Excel and a familiarity with or ability to be trained on eMoney software
• Ability to demonstrate knowledge and understanding of investment principles, strategies, policies, and regulations applicable to the Investment Management industry
• Foundation in essential planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning)
• Strong presentation skills. Comfortable speaking in front of clients and potential clients
• Strong analytical skills with the ability to synthesize information
• Excellent written and verbal skills with careful attention to detail
• Possess an extensive understanding of products and services to proactively identify client needs and cross selling opportunities
• Willingness to be in a support role and handle administrative tasks
• Strong ability to multitask, organize and prioritize
• Team player willing to help and learn from others
 
Own your work and your career - apply now
Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.
 
We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability—that’s the First Republic way.
 
This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.
 
First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.