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FINANCIAL PLANNING ASSOCIATE/OPERATIONS MANAGER

Prime Wealth Management, Inc. is a dynamic and growing wealth management organization with a hallmark of extraordinary client service. We are an independent Registered Investment Advisor in Berkeley, California with clients primarily in Northern California and Oregon. Financial planning is core to our firm along with asset management. We complement this by advising strategically on real estate, insurance, estate planning, educational funding and taxes. Our goal is to maintain a life-long relationship with each and every one of our clients.

CONTACT INFORMATION

Please send an e-mail explaining why you are a good fit for this position along with your resume to: greatcareers@primewealth.com

RESPONSIBLITIES

Provide client relationship support through managing/gathering/analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.

Attend, document and participate in client meetings and follow-up on meeting action items. Support client relationships by maintaining the CRM and responding to client requests in a professional manner continually aspiring to deliver beyond the expected.

Prepare and make recommendations on client investments, including the creation of investment policy statements and portfolio allocation reports.

Organize firm social networking strategy

Analyze information and evaluate results in order to help choose the best solutions and solve problems.

Operational Support including account opening and maintenance. Show initiative to develop necessary skills to move into a financial advisor in the future.


REQUIREMENTS

Bachelor’s degree completed or near completion. Must be taking CFP classes or a CERTIFIED FINANCIAL PLANNER™ (CFP) licensee or candidate. A strong background in tax will be given extra consideration.

Familiarization with financial concepts, investment products, portfolio analysis, goal setting and cash flow.

Experience MoneyGuide Pro, various CRM systems, or a strong ability to learn. Strong knowledge and use of Microsoft excel

Aspirations for a long-term career path Knowledge of the securities industry, financial planning and investment management or psychology or behavioral finance;

Strong verbal and written communication skills; Strong persuasive and interpersonal skills; Ability to identify, meet, and follow through with client’s needs and requirements;

Must be a self-starter and a problem solver; Must interact effectively with office staff and be a goal-oriented team player; Strong attention to detail; Must demonstrate excellence in organizational and time management skills; Able to perform multiple tasks efficiently and accurately;

Able to meet deadlines and deal with the uncertainty of market fluctuations; Exceptional phone and client service skills, positive and upbeat attitude at all times;

Provide client relationship support through managing/gathering/analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.

Attend, document and participate in client meetings and follow-up on meeting action items. Support client relationships by maintaining the CRM and responding to client requests in a professional manner continually aspiring to deliver beyond the expected.

Prepare and make recommendations on client investments, including the creation of investment policy statements and portfolio allocation reports.

Analyze information and evaluate results in order to help choose the best solutions and solve problems.

Operational Support including account opening and maintenance. Show initiative to develop necessary skills to move into a financial advisor in the future. Organize firms social networking strategy including website, linked-in, yelp, etc.


BENEFITS

Salary, bonus, health benefits, 401(k) with company contributions, and generous vacation policy. Equity ownership may be available for successful candidate after completing CFP® and demonstrating financial planning and marketing abilities. Mentorship and learning opportunities; Great working environment with professional growth opportunities.