Wealth Management Advisor
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Abacus Wealth Partners, LLC, a national, fee-only wealth management firm seeks Wealth Management Advisor for Sebastopol, California office.
Servicing and handling all logistics of client relationships
Preparing financial plans, implementing recommendations, investing portfolios.
Minimum Qualifications (all must be met to be considered):
Min. 5 years experience directly advising $2 million+ net worth clients on comprehensive wealth management issues. (Fee-only and passive investment experience a plus.)
BA required & CFP, CPA, CFA, or MBA preferable.
Min. ten years in financial services
High proficiency with financial/spreadsheet analysis, highly accurate, organized & superb follow-up skills.
Emotional intelligence and ability to communicate complex issues to anyone.
Experience with financial planning software (i.e. Naviplan, Principia, DFA’s Returns) a plus.