Experienced Financial Advisor at Abacus Wealth Partners

Santa Monica, California, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Mar, 26

Salary

0.0

Posted On

03 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Communication Skills, Project Management, Client Relationship Management, Networking, Mentoring, Pro Bono Work, ESG Investing, Tax-Loss Harvesting, Salesforce, eMoney, Box, DocuSign, GSuite, Roth Conversion Strategies, Attention to Detail

Industry

Financial Services

Description

Did you get into financial planning to help people, but feel overburdened by repetitive and administrative-oriented tasks? Do you read up on Roth conversion strategies on the weekends? Are your clients on your holiday card list? Are you curious or passionate about ESG investing? If so, you might secretly be an Abacan. Welcome! We are so excited to meet you. Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat our team members with the same care and respect we give our clients – which is why we offer unlimited vacation, flexible work arrangements, gender-neutral paid parental leave, and more. This is an invitation for seasoned financial advisors (CFP® with 5+ years in the trenches) to express an interest in joining our community here at Abacus. We currently have the greatest need in Santa Monica. This is a hybrid position, working 2-3 days per week in our Santa Monica office. Starting salary would be based on several factors, with years of experience leading the conversation. Are you looking to join a team where financial planning meets purpose? Where spreadsheets and compassion coexist? Where you can bring your whole self to work (even the part that gets excited about tax-loss harvesting)? We can't wait to meet you! Life as an Abacus Advisor: Where Money Meets Purpose Deliver consistent financial planning experiences so good, clients might name their yacht after you Navigate our tech ecosystem (Salesforce, eMoney, Box, DocuSign, GSuite) with the confidence of someone who doesn't need to call their teenage nephew for help Wield our advisor tools and technologies like a financial planning superhero Welcome new clients as either their lead advisor or relationship manager (we're all about the dynamic duo approach) Help us grow by networking, writing, speaking, or simply having genuine conversations with clients about referrals Strongly encouraged: Develop your own financial "superpower" (e.g. subject matter expertise, client niche or avatar) Offer such wonderful service that your clients can’t help but refer their friends and loved ones to you (with bonus comp that'll make your wallet smile) Open to joining an internal committee where you can contribute your vast knowledge and demonstrate leadership skills (no mandatory trust falls, we promise) Participate in our Matchmaking process (prospects who book a call through our website) to help determine if they are a good fit for Abacus Appreciate the value of educational growth and development – dedicate up to 10% of your time learning new tricks Guide the next generation of financial wizards by mentoring associates and newer advisors - think of Abacus like a teaching hospital where we are always growing the next generation of talent Contribute at least 8 hours annually to Pro Bono work (because doing good feels good) Be excited about growing your career here, and eventually becoming one of our employee owners. Must-Haves: Non-Negotiables That Support a Great Job Fit Alignment with our Core Values – not just on your resume, but in your daily actions and decisions CFP® designation (the one acronym we absolutely require) 5+ years of experience in financial planning at fee-only RIAs (your experience runs deeper than a standard deviation chart) Communication skills that can translate "complex financial jargon" into "oh, now I get it!" Project management skills that would impress Marie Kondo – organized, detail-oriented, and resourceful. Our Advisors are not experts in every area, but they are organized and attentive, using their resources to provide an accurate and timely response to their clients. A passion for financial planning that borders on obsession (if you've ever debated credit card points at a dinner party, you're our kind of people) Ability to embrace change and new technology faster than you can say "blockchain" Appreciation for our B Corp certification – we're committed to people and planet, not just profits (revolutionary, we know). If these things are priorities for you too, you belong with us! We care about your privacy and do not sell any information you share with us during the application process. Click here if you would like more information about our privacy policy.

Responsibilities

Deliver consistent financial planning experiences and welcome new clients as their lead advisor or relationship manager. Participate in networking and educational growth while contributing to the firm's community and mentoring newer advisors.