Associate Financial Advisor at Moss Adams

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Mar, 26

Salary

0.0

Posted On

06 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, Results Focus, Communication, Organizational Skills, Client Relationship Skills, Problem-Solving, Initiative, Wealth Management Process, Portfolio Monitoring, Financial Planning Software, Tax Information

Industry

Accounting

Description

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges. Introduction to the team Looking for a career defining opportunity? Want to help fulfill one’s financial hopes and dreams? We are currently seeking an Associate Advisor for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor (RIA). Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth. Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Collects, validates, and analyzes financial data Inputs data into financial planning software and the develops of initial planning recommendations Assists with ongoing portfolio monitoring and account maintenance Interacts with other team members and departments to coordinate the delivery of service to clients Provides ongoing support of client relationships, handles day-to-day client requests and issues Provides efficient and accurate year-end tax information to CPAs Qualifications: Bachelor’s degree in related field required 3 or more years of wealth management or investment advisory experience required Experience in a public accounting or professional services firm environment preferred Insurance knowledge preferred CFP preferred Experience with CRM, Portfolio Accounting, Rebalancing and/or Financial Planning software preferred Excellent communication, organizational, and client relationship skills Ability to work on multiple projects at once while consistently completing projects on time and with few revisions Understands firm’s wealth management process Ability to function as part of a regional team Ability to think critically, take initiative and problem-solve Ability to comfortably maintain poise and diplomacy amongst both client and company personnel Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-MD1

Responsibilities

The Associate Financial Advisor will collect, validate, and analyze financial data, and assist with ongoing portfolio monitoring and account maintenance. They will also provide ongoing support for client relationships and handle day-to-day client requests and issues.