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RWA Wealth Partners · 2 days ago

Wealth Advisor

San Francisco, CA

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

RWA Wealth Partners is a boutique wealth management firm that provides customized solutions to help clients grow and protect their wealth. They are seeking experienced Wealth Advisors to manage high-net-worth client relationships and provide comprehensive financial planning while contributing to the firm's growth through business development.

ConsultingFinancial Services

Responsibilities

Drive business development efforts through client referrals, strategic networking, and community engagement

Onboard and cultivate high-net-worth client relationships with care and professionalism

Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination

Act as the primary relationship manager for clients, ensuring personalized, proactive, and integrated advice aligned with each client’s goals; engage next generation of clients to solidify and extend relationships for the long term

May Lead and oversee a support team—either an existing group brought with the advisor or one we build in partnership

Collaborate with internal specialists and external partners to deliver a seamless, full-service client experience

Must act as a fiduciary, maintaining the highest standards of integrity and client confidentiality

Must maintain a strong commitment to compliance

Analyze, draft, edit, and deliver comprehensive financial plans to clients

Analyze prospective client’s investment portfolios and financial planning in conjunction with introducing new clients to the firm

Manage client communications, coordinate with other client financial partners, and follow-up with clients’ other advisors

Ensure adherence to company standards of net new asset growth and retention.Attend company workshops or lectures and speak to groups of potential clients when called upon

Qualification

CFP® credentialFinancial planningWealth managementInvestment managementTax planningEstate planningFinancial planning toolsSales aptitudeComputer proficiencyCommunication skillsOrganizational skillsTeam leadership

Required

Bachelor's Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)

Minimum of ten years of client-facing experience (wealth management, financial planning, or tax) with deep knowledge of investments, retirement, and estate strategies

CFP® credential required or has advanced degree such as master's degree in financial planning or tax

The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)

Experience using financial planning tools such as eMoney or similar platforms

Excellent communication, presentation, listening, and analytical skills

Proven time management and organizational skills in high-volume, high-energy environments

Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude

Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint

Ability to learn quickly and efficiently