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Description
A progressive financial planning firm in the San Francisco Bay Area - Sebastopol, Sonoma County - is actively pursuing the addition of a qualified Associate Financial Planner into their firm. Abacus Wealth Partners is a fee-only Financial Planning Firm serving high net-worth individuals across the U.S.
You should be someone who can multitask quickly and accurately, be proficient on the computer, is very intelligent and very organized, and would enjoy supporting the clients of a senior advisor. No sales experience is necessary, as you would be working with existing clients.
You must have a BA, plus at least 2 years experience in the financial services industry. A CPA, CFP, JD, MBA, or CHFC is preferred, but is not a requirement.
If you are motivated to succeed and learn, as well as be part of a great entrepreneurial company, we welcome the opportunity to speak with you. Generous Benefits and Compensation for qualified candidates.
**Please apply via email, do not call**
Please send your resume for initial screening to:
Jesse Seaver - jesse@abacuswealth.com
Abacus Wealth Partners
7182 Healdsburg Avenue
Sebastopol, CA 95472