Experienced Financial Planner / Wealth Advisor

Senior Financial Planner/Wealth Advisor

About Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors (SPFA) is a fast-growing SEC registered investment advisory firm (RIA) based in Pleasanton, CA. We specialize in providing comprehensive financial planning and tax-efficient investment management for executives and professionals in the IT and biotech industries. Our firm is built on the belief that everyone has the potential to achieve their defined success. We develop tailored financial strategies to help our clients optimize wealth so they can maximize their lives.

Position:

As a member of the SPFA team, this role has a direct impact on the lives of clients. The successful candidate will work on various analysis & planning projects and deepen relationships by delivering exceptional client experience. Potential career path to be a partner in the firm.

Salary & Benefits:

• The base salary range for this position will be $130K-160K based on experience
• Bonus and revenue-sharing payout
• Health care and dental plan
• 401(k) and profit-sharing plan
• Partnership opportunity
• Professional work environment with excellent support staff

Responsibilities:

• As a lead planner responsible for all aspects of the client’s financial plan strategies and outcomes


• Create comprehensive financial plans and investment strategies (e.g. equity rewards analysis, retirement planning, insurance gap analysis, tax planning, concentrated stock position diversification, and wealth transfer & estate planning)


• Provide objective, unbiased financial advice by analyzing client needs and associated investment opportunities.


• Prepare planning updates, portfolio changes and reviews, and new opportunity identification.


• Manage client relationships, including ongoing and regular contact and communications.


• Research investment models and opportunities, maintain financial planning platform updates.


• Assist in business development activities, such as designing marketing strategy, making presentations, hosting podcasts & engaging various social events.

Qualifications:

• 3 years of experience in the financial planning field with demonstrated ability to develop comprehensive financial plans and manage relationships for HNW clients.


• Bachelor’s degree and CFP® (Certified Financial Planner) designation is a must


• Proficiency in Microsoft Office, financial planning platforms, CRM (Redtail), and portfolio management software


• Experience building plans with eMoney is a must


• An enthusiastic, pro-active and client service-oriented attitude


• A self-starter who can work independently


• Excellent verbal and written communication skills


• Strong desire to learn and contribute in a team-oriented environment


• Strong analytical skills and ability to focus on details


• Organized, upbeat, efficient, positive, and outgoing personality


• Good entrepreneurial skills including leadership, management, creative thinking and problem-solving


• Willingness to work full-time schedule in Pleasanton office

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.