We are a mission-driven wealth management firm that provides engaging financial planning and investment management for a diverse client base of individuals, families, and organizations.
ABOUT THE ROLE
We are looking for a dynamic individual to join our advisor team with the ability to lead and support existing client relationships
This person will coordinate with other team members and external professionals to implement financial plans on behalf of clients
Meet with prospective clients as part of an advisor team. Experience with business development is a plus, but not a requirement.
The ideal candidate will be able to lead client meetings shortly after integration on the team, and provide an experience that helps the client feel supported, known, and calm about their financial landscape.
Be an active mentor and mentee within our firm. We have a collaborative team culture with cross-training and mentorship built into our work.
Base compensation and bonus will be discussed with qualified candidates.
401k plan with 3% guaranteed firm contributions and additional company discretionary profit sharing contribution.
Fully paid medical benefits for employee and all dependents through Kaiser Permanente, Delta Dental. Employee premiums for LTD insurance paid by North Berkeley.
Payment for classes and study materials for professional education.
Three weeks of paid-time-off, ten market holidays, and forty hours of service time off
Collaborative and fun work environment
Minimum of 3-5 years of relevant industry experience at RIA or investment firm
CFP® required, or demonstrated progress toward acquiring the CFP®. Other credentials are a plus.
Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work
Ability to take ownership of work role and responsibilities
Demonstrated passion in high-touch client service
Familiarity with or interest in ESG investing is a plus
North Berkeley Wealth Management values a diverse workforce. Women, people of color, members of the LGBTQ+ community and people with disabilities, are strongly encouraged to apply.
About North Berkeley Wealth Management
We are a mission-driven wealth management firm that provides engaging financial planning and investment management for a diverse client base of individuals, families, and organizations. Since 2005 we’ve helped our clients protect and grow their assets in a way that accomplishes their goals and aligns with their values. At North Berkeley, we emphasize relationships and a deep commitment to the well-being of our clients, staff, and communities.
To learn more please take a look at: www.northberkeleywealth.com