Yeske Buie, one of the most respected and influential financial planning firms in the country, is seeking to hire a self-motivated, organized, and adaptable problem-solver with a resilient, upbeat attitude and a hard work ethic for the role of Paraplanner in our San Francisco, CA office.
About Yeske Buie
On paper, Yeske Buie is an independent, fee-only financial planning firm with over $750M in assets under management. We specialize in helping our Clients safely spend from their portfolios, intergenerational wealth planning, and fundamentally grounded investing that is implemented in a creative and disciplined way.
Beneath the surface, we’re much more than that. At Yeske Buie, our mission is to empower people to pursue their limitless vision for their life – we call this their Live Big® life. This mission, along with our six core values, serve as the drivers for how we serve our Clients and interact as a team.
About the Role
The prefix “para” comes from Greek origins and has several interpretations including alongside and beside. As a Paraplanner at Yeske Buie, you will work to comprehensively support our financial planning team. We envision this support including the following:
Meeting with Clients
Your role will be active listener and a note taker.
Gathering Financial Planning Data from Clients
This includes drafting and sending Client emails, fielding Client calls, entering Client information into our databases, and creating and managing related tasks.
Preparing and Implementing Financial Plans
You will turn that collected data into powerful, financial planning reports and recommendations. Your work will be reviewed by the Lead Advisor and posted on a Client’s unique Client Private Page®.
Reviewing Client Accounts and Proposing Trades
Yeske Buie has a grounded investment philosophy. You will be a part of executing this philosophy by proposing trades and rebalancing accounts in line with our processes, and regularly reviewing reports including daily deposits and withdrawals.
Completing Client Service and Administrative Tasks
This incredibly important (although sometimes tedious and not-so-exciting) work includes reviewing Client transactions, compiling account paperwork and assisting Clients through the completion of the paperwork, moving money, opening/closing accounts, scanning, filing, etc.
Completing Financial Planning and Asset Management Research and Projects
Sometimes planned, sometimes unplanned, you’ll be asked to lean in as a utility player to update our databases, research best practices to improve our processes, and implement new strategies.
Meeting with the Team
You will primarily focus on individual tasks and responsibilities, although working in teams and sub-teams is very much a part of our culture. You can expect to be in 1 – 2 weekly team meetings.
About the Ideal Candidate
Someone who will excel in this position will…
Hold a Bachelor’s degree from an accredited college or university
Have strong analytical and financial skills and be detail-oriented with a high degree of accuracy
Be able to manage and prioritize tasks and projects through to their successful conclusion
Take a Client-first approach to their work
Be adept and savvy with software and technology
Some of the programs we rely on daily include Salesforce, PortfolioCenter, MoneyTree, AdvisorPeak, and Microsoft Office
Demonstrate excellent written and verbal communication skills
Solve problems with instincts to think creatively, be resourceful, and adapt
Genuinely enjoy supporting others and find collective success to be fulfilling
Be trustworthy, ethical, hard-working, and professional
About the Future
This position is an opportunity to build a fulfilling, long-term career focused on exceptional client service and technical financial planning support. Your career is your own unique journey, and we look forward to working with you to design and support your personal and professional goals to empower you to pursue your Live Big® life.
We are happy to provide a competitive salary with bonus potential, fully paid (individual) health benefits, 401(k) with company match, financial support for continuing education and certifications necessary for career advancement (including the Financial Paraplanner Qualified Professional designation), company paid FPA membership and conference attendance, a generous vacation policy, and regular team bonding events (i.e., annual staff retreats, social time, etc.).
We’re excited to learn more about YOU! To apply for this position, please send us your resume, cover letter, and short essay answers to the questions below:
Why do you want to work for Yeske Buie?
What would you bring to Yeske Buie that is unique and special?
What would you need from Yeske Buie to reach your highest potential?
The organizing principle that runs through all aspects of Yeske Buie is Live Big®. What does Live Big® mean to you in your life?
What are your expectations for your development as a member of Yeske Buie?