Location: Petaluma,CA, USA
Hybrid with an office in Sonoma County such as Petaluma or Santa Rosa.
Are you an experienced wealth advisor and financial planner that loves helping clients see what is possible with their money so they can live their best lives? Do you enjoy collaborating with like-minded colleagues who are as energized about the positive impact they make on clients' lives as you are?
Elevation Wealth Partners could be that place! We are a fee-only, independent Registered Investment Advisor and wealth management firm with offices in Walnut Creek, Petaluma, and Santa Rosa. We have amazing clients for whom we strive each day to do our very best work, and we are growing! If you have been looking for a place where you can focus on building meaningful client relationships as part of a hard-working, highly collaborative team, we currently
have an opening for a Wealth Advisor & Financial Planner based in Sonoma County.
We are seeking to add a new Wealth Advisor & Financial Planner to our team, someone who is interested in building a long‐term career. After a transition period, this person will be the lead advisor on 60 or more long-time and highly treasured mostly North Bay relationships. Our ideal candidate thrives on being a trusted advisor, is passionate about helping others, has an entrepreneurial spirit, a “no task is too small” attitude, has high emotional intelligence, and believes strongly in providing exceptional client service. This person has a connection to Sonoma County and the community because they live there, work there, or are from there. Additionally, we seek someone with excellent verbal and written communication skills and a positive, can‐do attitude. We believe in offering a rewarding and personally fulfilling career with a work-life balance.
With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key service offerings, industry leading technology and a premier investment platform. Elevation Wealth Partners helps drive the financial well-being for more than 200 family and corporate relationships, overseeing and directly managing nearly $600 million in client assets (mostly through Schwab Advisor Services). You will build long-term, dedicated relationships with clients by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.
Duties & Responsibilities
A Wealth Advisor & Financial Planner performs on the following key areas:
Qualifications
he Wealth Advisor position typically requires the following qualifications:
Compensation and Benefits
Elevation Wealth Partners seeks exceptional employees. Therefore, it is the philosophy of the company to employ a compensation plan to reward exceptional performance.
Our Company:
Founded in 1999, Elevation Wealth Partners is a Northern California based Registered Investment Advisor with a rich history that provides personalized wealth management services to discerning individuals, families, and companies across the United States. As an independent and privately held firm, Elevation specializes in helping investors grow, manage, and protect their wealth. As a fiduciary, Elevation is dedicated to putting our clients' best interests first.
Elevation Wealth Partners is fee-only – meaning we are solely compensated by our clients – reducing conflicts of interest and aligning their goals with ours. With offices in Walnut Creek, Petaluma, and Santa Rosa, we serve more than 200 clients in 22 states and four foreign countries. Elevation Wealth Partners manages investment portfolios based on Nobel-prize-winning academic research, and primarily structure our portfolios with factor-based mutual funds (such as those pioneered by Dimensional Fund Advisors, iShares, and Vanguard given their lower costs and long-term expected returns) and ETFs.
Our services are delivered by utilizing the very best industry technology and for clients that are even a little tech savvy, we are 100% on the cloud and paperless. We even have an Elevation Wealth app where clients can access all their financial information on their smartphone or tablet. Comprehensive, high-touch, and easy to understand are the hallmarks of what we execute for clients each and every day.
The Elevation Wealth Partners Team:
You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring, and trusted relationships.
We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor, and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and firm-wide outings.
We are a company that uses creativity and passion to help our clients, colleagues, and the global community live richer lives. We are each involved in our communities through volunteerism and philanthropy.
Applications
If you're passionate about financial planning and are eager to work with a dynamic team, we would love to hear from you. Please submit your cover letter and resume to ...@elevationwp.com . Make sure to include details on why you're a perfect fit for our team!