Wealth Advisor/Financial Planner (CFP)

About Sierra Pacific Private Wealth

Sierra Pacific Private Wealth, LLC (SPPW) is a fast-growing SEC-registered investment advisory firm (RIA) based in Pleasanton, CA. We are fiduciaries that specialize in providing comprehensive financial planning and tax-efficient investment management for executives and professionals in the IT and biotech industries. Our firm is built on the belief that everyone has the potential to achieve their defined success. We develop tailored financial strategies to help our clients optimize wealth so they can maximize their lives.

Position:

As a member of the SPPW team, this role has a direct impact on the lives of clients. The successful candidate will work on various analysis & planning projects for HNW clients and deepen relationships by delivering an exceptional client experience.

Responsibilities:

• Create comprehensive financial plans and investment strategies (e.g. equity rewards analysis, retirement planning, insurance gap analysis, tax planning, concentrated stock position diversification, and wealth transfer & estate planning).
• Provide objective, unbiased financial advice by analyzing client needs and associated investment opportunities.
• Prepare planning updates, portfolio changes and reviews, and new opportunity identification.
• Manage client relationships, including ongoing and regular contact and communications.
• Research investment models and opportunities, maintain financial planning platform updates.
• Assist in business development activities, such as designing marketing strategy, delivering presentations, hosting podcasts & engaging in various social events.

Qualifications:

• 3 years of experience in the financial planning field with demonstrated ability to develop comprehensive financial plans and manage relationships for HNW clients
• 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, proactive and client service-oriented attitude
• A self-starter who can work independently
• Excellent verbal and written communication skills
• Strong desire to learn and contribute in a team-oriented environment
• Strong analytical skills and ability to focus on details
• Organized, upbeat, efficient, positive, and outgoing personality
• Good entrepreneurial skills including leadership, management, creative thinking and problem-solving
• Willingness to work a full-time schedule in the Pleasanton office

Compensation: Competitive base salary ($95-120K) depending on experience, plus bonus & revenue sharing payout

Benefits: 401(k) & Profit-Sharing plan, health care and dental plan

Interested candidates - please send your resume with a cover letter to info@sierrapacificpw.com