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Atria Wealth Solutions
San Rafael, CA, United States
Redwood Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the San Rafael, CA area. At Redwood Credit Union we are on a journey to re-imagine the way we do business, and we can’t do it without you - our next great hire. Since 1950, Redwood
Job Source: Atria Wealth SolutionsAtria Wealth Solutions
San Francisco, CA, United States
Join a Winning Team! CUSO Financial Services, LP (CFS), in its partnership withS an Francisco Fire Credit Union ,is seeking a Financial Advisor to provide investment and retirement planning services for its members in the San FranciscoBay area. SF Fire Credit Union has $1.7 billion dollars in assets and more than 76,000 members.SF Fire Credit Uni
Job Source: Atria Wealth SolutionsAtria Wealth Solutions
Berkeley, CA, United States
Through its relationship with CUSO Financial Services, LP (CFS), Patelco Credit Union is seeking a Financial Advisor to join their team in the Berkeley, CA area. About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown fro
Job Source: Atria Wealth SolutionsRedwood Credit Union
San Rafael, CA, United States
At Redwood Credit Union we are on a journey to re-imagine the way we do business, and we can't do it without you - our next great hire. Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members mee
Job Source: Redwood Credit UnionKaiser Permanente
Richmond, CA, United States
Job Summary: Under direct supervision, the Patient Financial Advisor (PFA) is a professional responsible for identifying appropriate financial sponsorship for members and non-members and determining their cost share obligation. This requires the following: 1) Accurate and timely assessment of payer and patient liability; 2) Compliance with federal
Job Source: Kaiser PermanenteMonterra Credit Union
San Mateo, CA, United States
Do you possess a broad knowledge of financial products and services? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? If so, wed love to talk with you
Job Source: Monterra Credit UnionMonterra Credit Union
San Mateo
Do you possess a broad knowledge of financial products and services? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Would you like to work at...
Job Source: Monterra Credit UnionCooper White Group
San Francisco, CA, United States
Role: Senior Financial Advisor - USA (SVP/Principal) Our client is a powerhouse Wealth Advisor - Nationally recognised as one of the best places to work alongside one of the strongest compensation models in North America. Renowned for its commitment to excellence, integrity, and client-centric approach. With a rich history of serving high-net-wort
Job Source: Cooper White GroupSan Francisco, CA, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in San Francisco, CA, United States
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