Associate Financial Planner

Vida Private Wealth - Pasadena, CA

Full-time | Part-time | Temporary | Contract | Commission$24,000 - $80,000 a year
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About Vida Private Wealth:

Vida Private Wealth is a leading independent financial services firm offering financial life planning and wealth management services to high-net-worth individuals and families. Vida is located in Pasadena, CA.

Associate Financial Planner

Job Overview:

The Associate Financial Planner will have the opportunity of advancing to junior partner. They will support Vida’s current and potential clients by providing financial life planning expertise, the highest level of service, operations detail management, and behavioural change support. They will help the firm grow by increasing efficiency, capacity, and feeling of ease for the whole team, as well as our busy clients.

Reports to: Founder & Managing Director.

Responsibilities and Duties & approximate % of a typical week:

  • Participating in client meetings and calls alongside the lead advisor –15%
  • Preparing and following up for client meetings –25%
  • Completing various client service tasks such as creating financial plans, opening and maintaining accounts, answering questions, coordinating with outside advisors –20%
  • Replying to emails and scheduling per Annual Client Service Calendar –20%
  • Participating in internal staff meetings and collaboration, including bi-weekly social justice readings and discussions –10%
  • Preparing for prospective client meetings and completing resulting service items–5%

The Associate Advisor will be evaluated based on client satisfaction, promptness and accuracy in executing client service tasks, and improvements to efficiency of client service work via regular improvements to processes and workflows. Additionally, the Associate Advisor will be expected to hone their networking and interpersonal skills by regularly engaging in compensated pro-bono work or volunteer activities.

Qualifications:

Education & experience:

  • Current or pending CFP designation preferred (Vida will sponsor Associate Planner for the CFP exam). Willingness to obtain necessary securities licenses.Skills:
  • Past internships or job experience in financial planning and/or financial services is a plus.
  • 4-year degree or higher. Degree in financial planning or a closely related field is preferred.

Skills:

  • Ability to create financial plans in MoneyGuidePro or equivalent software program.
  • Strong understanding of all aspects of personal financial planning, with a particular geekiness about financial life planning.
  • Strong understanding of the mechanics of investment management.
  • Excellent verbal and written communication.
  • Strong interpersonal skills and interest in supporting clients.
  • Interest in business development.

*You will be required to complete a financial planning skills test before starting in this position.

Personal characteristics:

  • Strong interpersonal skills and interest in supporting clients.
  • Proactive and creative problem-solving abilities.
  • Passion for working and learning independently.
  • Long-term ambition to work and be a leader in the financial services field.
  • Genuine geekiness about financial life planning & investments (You are endlessly fascinated by at least one of the CFP subjects!)
  • Quick-start and energetic.
  • Ability to balance micro-tasks with macro-projects and goals.
  • Interest in leadership, strong drive for personal growth and development.
  • Believer in Vida’s core values.

Physical abilities:

  • Ability to sit for 1-2 hours at a time.
  • Ability to work on a computer most of the day.

Equity Statement:

  • We believe that personal relationships are our greatest wealth. We acknowledge and honour the fundamental value and dignity of all individuals. We commit ourselves to creating and maintaining an environment that respects diverse traditions, heritages, and experiences.

Job Types: Full-time, Part-time, Temporary, Contract, Commission

Salary: $24,000.00 to $80,000.00 /year

Experience:

  • Relevant: 3 years (Required)
  • Financial Planning: 3 years (Required)

Education:

  • Bachelor's (Required)

Full Time Opportunity:

  • Yes

Commission Only:

  • No

Benefits offered:

  • Workplace perks such as food/coffee and flexible work schedules
  • Flexible schedules
  • Gym memberships or discounts
  • Education assistance or tuition reimbursement
  • Retirement benefits or accounts
  • Health insurance
  • Paid time off
  • Parental leave

Hours per week:

  • 20-29
  • 30-39
  • 10-19

Overtime often available:

  • No

Paid Training:

  • No

Management:

  • Team Lead
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