Location(s)
Abacus Wealth Partners, LLC, a national, fee-only wealth management firm seeks Wealth Management Advisor for Sebastopol, California office.
Responsibilities:
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.
