Details.
Support lead advisors based in the San Francisco office by gathering client data, preparing and updating financial plans, analyzing financial information, modeling financial scenarios, reviewing client data, generating investment performance reports, preparing client meeting materials, managing client inquiries, conducting financial research, and collaborating with tax and estate planning professionals. The role requires a bachelor's degree, demonstrated progress toward or completion of the CFP designation, 1 to 3 years of experience in wealth management or a related field, strong communication and organizational skills, attention to detail, familiarity with financial planning software, and proficiency with Google Suite tools. Hybrid work in San Francisco is preferred, with remote work optional. Compensation includes an annual salary of $65,000 to $85,000 based on experience, an annual discretionary bonus opportunity, health, vision, life and dental insurance, and a company matched 401(k) plan.