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

5 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 Skills, Organizational Skills, Client Relationship Skills, Problem-Solving, Networking, Mentoring, Financial Planning, Investment Advisory, Business Development

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 Moss Adams Wealth Advisors is offering a unique opportunity to join our growing RIA as a Financial Advisor. The Financial Advisor filling this position will work as an integral team member with one or more advisors, associate advisors, and client service associates to empower our clients to secure better financial futures by strategically aligning tax, planning and investment needs and tactically managing their assets. The Financial Advisor in this position will network internally and externally gaining referrals from professional networks as well as clients. Moss Adams supports Financial Advisors by offering competitive base pay and a business development bonus. The person who fills this position will have an immediate opportunity to serve clients and contribute to the growth of the firm. 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: Our Financial advisors primarily serve current clients and seek to source, onboard and service new clients within a team environment. Servicing includes, meeting regularly with clients to go over their financial plan, review their current and future circumstances, needs and objectives and to review their investment performance Our Financial Advisors have a direct impact on the growth of our firm through Business Development Goals and actively pursuing new business. Strategically drives the financial planning process for clients, with the support of the team, including review and evaluation of income, assets, tax exposure, estate plan, investment portfolio and insurance. Helping clients establish and prioritize their financial goals and time frames for achieving them. Financial Advisors will work to actively seek referrals from current clients and your professional and personal network Mentoring and supporting the development of associate advisors and client service associates on their team Qualifications: Bachelor’s degree in a related field required Minimum of 5 years of wealth management and investment advisory experience in a public accounting or professional services firm environment required; Insurance knowledge preferred CFP preferred or CFA maybe be considered Excellent communication, organizational, and client relationship skills Ability to work on multiple projects at once while consistently completing projects on time, within budget, and with few revisions Ability to function as part of a regional team Thinking critically on a strategic level, take initiative and problem-solve Building beneficial relationships in appropriate community, business, and professional organizations 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 Financial Advisor will serve current clients and seek to onboard new clients within a team environment. Responsibilities include meeting regularly with clients to review their financial plans and investment performance while driving business development goals.