Advisor

WHAT WE WANT

At Portfolio Advisors, our top priority is building and maintaining our existing long-term client relationships in addition to our ambitions to strategically grow in the future. We seek an advisor who aims to deliver high-quality financial advice and exceptional experience to our clients. We are seeking someone who learns fast, works hard, and is motivated to tackle challenges. Our clients value our accuracy, transparency, and attention to detail when meeting their service needs. Our exemplary service allows our advisors to spend their time strategizing for clients to provide solutions and address their needs.

Our company culture is important to our success. We work as a team and value each other’s input to strive towards a common goal.

We also seek someone who is/can:
• Solution oriented – can anticipate and identify concerns or problems, and provide solutions
• Energetic and does not mind wearing multiple hats
• Anticipate service needs for clients and advisors
• Motivated to work productively for the good of the company and doing what is necessary to stay actively engaged in the company success.
• Willing to work in a collaborative manner with other members of the team
• Offer fresh ideas
• Willing to grow and take on new responsibilities as needed
• Respects practice and client confidentiality
• Committed to continuous learning

POSITION OVERVIEW
Advisors provide technical financial planning and investment management work under the guidance and supervision of a Lead Advisor and/or Senior Advisor.

Advisors directly lead select client relationships while also serving, supporting, and managing our clients collaboratively with more experienced advisors. They are capable and have experience giving advice to clients and are able to make recommendations on client financial plans and investments.
They support client meetings and aid in the navigation of clients through the entire financial planning experience and decision-making process. This includes, but is not limited to, taking notes, preparing, and discussing client financial plans appropriate for client situations. They will aid in the coordination of the planning process with the client and oversight tasks needing completed for the client.
This position does not require marketing and sales abilities.

KEY RESPONSIBILITIES

Leads Client Relationships
• Engages directly and is responsible for client retention and relationship with assigned clients.
• Leads presentation and implementation of a suitable financial plan and/or investment strategy for less complicated clients of the firm.
• Advises client by understanding the needs, objectives, goals, concerns, and planning tools
• Provides periodic oversight, in line with firm procedures, to ensure the needs of the client are being met

Strategic Support of Clients
• Focused support and second chair duties in client meetings with an ability to add value to the conversation while gathering data and action items for follow-up
• Coordinate with Senior and Lead Advisors in the development and preparation of clients’ financial plans, developing recommendations and solutions in the best interest of the client and ensuring those plans are executed
• Communicating with clients by understanding the needs, objectives, goals, concerns and translating these into an actionable and disciplined plan.
• Coordinating with client’s other advisors (attorney, CPA, etc.) and other external sources to carry out the goals of client service
• Provide client follow-up and engagement with clients, pre and post meeting, as well as other needs and communications as they arise
• Preparing and making recommendations for client financial plans, including entering data and running reports using financial planning software
• Preparing and making recommendations on client investments, including the creation of investment policy statements and portfolio allocation reports
• Acting as backup for Lead Advisors on advisory questions from clients
• Assisting Lead Advisors with client communications, such as the writing of newsletters and economic reports
• Delegating non-advisory follow-up work to client service department for completion
We will train you to use industry-specific software, however, familiarity in any of the following is helpful:
• Client relationship management software: Junxure
• Portfolio management software: Tamarac
• Custodian online platforms: Schwab Institutional
• Financial planning software: Money Guide Pro

SKILLS AND KNOWLEDGE REQUIREMENTS
• Proficiency in financial planning software and tools for comprehensive client analysis
• Proven ability to assist in developing and implementing financial plans tailored to clients’ needs
• Experience in client relationship management and providing personalized financial advice
• Knowledge of investment advisory compliance and regulations
• Excellent communication skills (verbal, written, empathy and listening)
• Strong organizational skills and ability to prioritize multiple tasks and anticipate potential problems

EXPERIENCE AND EDUCATION REQUIREMENTS
• Bachelor’s degree in finance, economics, business, or a related field preferred
• CFP® or CFP® candidate with Series 65 license required
• 2+ years of experience in a direct advisory capacity in financial services preferred

SALARY & BENEFITS:
• Base Salary $70,000 – $95,000 based on experience
• Team incentive compensation paid quarterly based on firm revenues – eligibility begins after first full quarter with the company. Estimated annual incentive for this role ranges from $7,000 to $10,000.
• Retirement plan eligibility within first year with 3% company match.
• Health insurance plan (100% employee premium) including company contribution to a health savings account.
• Accrual-based PTO and paid holidays
• Professional development assistance

ABOUT OUR COMPANY
We are a fee-only, independent investment advisory and financial planning firm located in North Fresno. We develop strong personal relationships with our clients and bring clarity to financial issues important to them. We provide insight leading to solutions to help them achieve lifelong goals. We provide investment and planning services in a wide range of areas including Retirement Planning, Investment Strategy, Risk Management, Education Funding, & Estate Planning. For more information about who we are, please visit our website: www.portadvisors.com.

Deadline for applying is Thursday, April 30th. Candidates will be contacted by early May to schedule video conference interviews. Apply directly on our website at https://www.portadvisors.com/careers/
Portfolio Advisors, Inc. is an equal opportunity employer.