Kondo Wealth Advisors is seeking a bright, warm, and driven client facing Financial Planning Assistant to join our team. We are a financial planning firm providing a suite of wealth management services including comprehensive planning, investment, and risk management services. We specialize in servicing the Asian American community because it is an underserved market that has unique cultural sensitivity around money and family. We are personally invested in helping clients achieve their goals and dreams.
The Financial Planning Assistant will be responsible for managing all aspects of client relationships and tailoring investment portfolios based on the clients’ financial planning goals, investment objectives and personal needs. Other responsibilities include: review of marketing materials, investment analysis and modeling, cash flow analysis, and risk analysis (life insurance and long term care). This Assistant will be on the path of becoming a Financial Advisor and becoming an integral part of the management team.
Responsibilities
- Work directly with the advisors and clients to increase growth and firm revenue
- Independently manage client contacts and further client connections
- Assist with the design of customized comprehensive financial plans, projections, and
recommendations - Support clients in the implementation of collective recommendations, working collaboratively with the clients’ CPAs, attorneys, and other professionals
- Assist with client meetings by reviewing/preparing notes, active participation, and ensuring action items are completed or distributed timely
- Assist with the execution of financial decisions to progress client servicing, coordinating with
advisors and support staff - Assist with marketing campaigns by reviewing articles, ads, webinars/seminars
- Assist with the sale and servicing of commission based accounts (LI/LTC/Annuities)
Qualifications
- Bachelor’s degree and technical knowledge in financial planning
- CFP® designation or currently pursuing designation
- Minimum of 7 years in client facing role
- Previous experience in the financial services industry, leading/supervising a team
- Experience in commission business, accounting, economics, and/or taxes preferred
- Strong accuracy and attention to detail
- Expertise in financial planning software, including Microsoft Office suite and industry software
- Excellent verbal and communication skills
- Professional attitude and ability to operate in a versatile, fast paced environment
- Experience with online calendars and workflow programs to work collaboratively remotely
Compensation/Benefits
- Job Type: Full‐time
- Sick: 40 hours (frontloaded)
- Vacation: Accrual based on years of service
- Holidays: 11 annually
- 401k Employer Sponsored Plan + Profit Sharing Plan
- Cash Balance Defined Benefit Plan
- Base Salary: Commensurate with experience
To apply
Email resume and cover letter to Marnie Wheeler, Operations & Marketing Assistant, at marnie@kondowealthadvisors.com
