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Financial Advisor

Company: Moss Adams
Location: Santa Rosa
Posted on: November 11, 2019

Job Description:

Financial Advisor Regular Full Time Santa Rosa, CA Moss Adams brings more West to business. More than a location, it's a way of doing business in which innovation thrives and optimism abounds. At Moss Adams, we're excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper. With more than 3,200 professionals across 25-plus locations in the West and beyond, we provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. Moss Adams Wealth Advisors is offering a unique opportunity to join our growing RIA as a Financial Advisor. The Financial Advisor filling this position will work as an integral team member with one or more advisors, associate advisors, and client service associates to empower our clients to secure better financial futures by strategically aligning tax, planning and investment needs and tactically managing their assets. The Financial Advisor in this position will network internally and externally gaining referrals from professional networks as well as clients. Moss Adams supports Financial Advisors by offering competitive base pay and a business development bonus. The person who fills this position will have an immediate opportunity to serve clients and contribute to the growth of the firm. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Our Financial advisors primarily serve current clients and seek to source, onboard and service new clients within a team environment. Servicing includes, meeting regularly with clients to go over their financial plan, review their current and future circumstances, needs and objectives and to review their investment performance Our Financial Advisors have a direct impact on the growth of our firm through Business Development Goals and actively pursuing new business. Strategically drives the financial planning process for clients, with the support of the team, including review and evaluation of income, assets, tax exposure, estate plan, investment portfolio and insurance. Helping clients establish and prioritize their financial goals and time frames for achieving them. Financial Advisors will work to actively seek referrals from current clients and your professional and personal network Mentoring and supporting the development of associate advisors and client service associates on their team Qualifications: Bachelor's degree in a related field required Minimum of 5 years of wealth management and investment advisory experience in a public accounting or professional services firm environment required; Insurance knowledge preferred Must be fully licensed or willing to obtain upon hire - Series 65 license and CFP CFP preferred or CFA maybe be considered Excellent communication, organizational, and client relationship skills Ability to work on multiple projects at once while consistently completing projects on time, within budget, and with few revisions Ability to function as part of a regional team Thinking critically on a strategic level, take initiative and problem-solve Building beneficial relationships in appropriate community, business, and professional organizations Ability to comfortably maintain poise and diplomacy amongst both client and company personnel. Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Keywords: Moss Adams, Santa Rosa , Financial Advisor, Accounting, Auditing , Santa Rosa, California

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