Wealth AdvisorWillow Creek Wealth Management • Sebastopol, CA, United States
Wealth Advisor
Willow Creek Wealth Management • Sebastopol, CA, United States
[job_card.1_day_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Experience & Education : Minimum of three years in financial advisory services or the finance industry. Certification : Applicant is a CERTIFIED FINANCIAL PLANNER® professional. Tech-Savviness : Proficiency in Microsoft Office Suite, particularly Excel, Word, Outlook. Ideally, experience with Orion, Advisor Engine CRM, and MoneyGuidePro. Strong Communication Skills : Ability to build lasting client relationships through clear, thoughtful, and professional interactions. Attention to Detail : Organized and meticulous, with the ability to manage multiple priorities while meeting deadlines. Proactive & Team-Oriented Mindset : A self-starter eager to contribute to a dynamic and client-focused team. Base Salary : Competitive base salary commensurate with experience. Variable Compensation : Revenue sharing compensation based on both new and on-going client revenue with significant compensation growth potential. Total Cash Compensation Range : $100,000 - $200,000 / year Profit Sharing : Generous annual profit sharing plan contribution. Health, vision, dental insurance 401(k) profit sharing plan Paid family leave program Disability insurance Hybrid work environment Opportunities for equity ownership
Join Our Team as a Wealth Advisor!
Are you a CFP® professional with a passion for guiding clients toward financial success? Do you thrive in a collaborative, team-oriented environment? If so, we want to meet you! Willow Creek Wealth Management is searching for a dedicated and experienced Wealth Advisor to join our team.
Why You’ll Love This Role
As a Wealth Advisor at Willow Creek Wealth Management, you will provide top-tier financial guidance to our clients while working alongside an experienced, dedicated, and supportive team. Your expertise in financial planning, investment strategies, and client service will make a meaningful impact shaping financial futures for our clients.
What You’ll Be Doing
- Comprehensive Client Experience : Conducting annual client reviews, analyzing client financial data, and developing personalized recommendations in collaboration with our team.
- Investment Strategy & Portfolio Management : Review investment policy statements, monitor portfolio performance, and implement investment transition plans.
- Client Engagement & Planning : Facilitate client meetings, summarize key takeaways, and track follow-through.
- New Client Onboarding : Lead investment analysis, present financial strategies, and manage the implementation of tailored investment solutions.
- Collaboration & Growth : Work with internal teams, contribute to strategic initiatives, and develop relationships with Centers of Influence (COIs) to expand your network.
- Industry Involvement : Stay ahead of industry trends by joining professional associations, attending sponsored events, and pursuing continued education.
What You Bring to the Table
Compensation
Benefits
If you’re ready to take the next step in your career and become part of a firm that values expertise, integrity, and collaboration, apply today by sending your cover letter and resume to careers@willowcreekwealth.com.
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Wealth Advisor • Sebastopol, CA, United States
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