Do any of these financial question marks apply to you?

Associate Advisor – Wealth Management

At Pacific Portfolio, we understand wealth management is less about numbers, and more about people. As a 4 billion dollar RIA with over 20 years of providing multi-disciplined financial guidance to individuals, families, and institutions, we are personally invested in your success.

Pacific Portfolio is looking for our next Associate Advisor-Wealth Management. The person filling this role will work with one or more senior advisors and client portfolio administrators to help increase the value of our client’s time.

Focus

  • Supporting Senior WM Advisor and freeing up their time to develop new business and maintain existing

  • Responsible for knowing all aspects of assigned client’s situation

  • Prepare standard deliverables as requested by the Senior Advisors which can include but are not limited to investment proposals, investment plans, tax analysis, cash needs analysis, and asset allocation

  • Emphasis is on client retention, exceptional service, and strong relationships with the Senior Advisors and portfolio administrative teams to support our clients

Responsibilities

  • Works with multiple Advisors based on needs of clients and the firm

  • May be asked to attend client meetings to assist the Senior Advisor with running or presenting in the meeting

  • Works closely with other team members on new plan preparation

  • Review client or prospective client financial situation and develop a recommendation for their unique needs

  • Handles follow-up tasks with clients after meetings with minimal assistance

  • Prepares for annual review meetings

  • Handles some meetings independently, in consultation with the Senior WM Advisor

  • Researching and creating client communication around relevant financial planning topics

  • Produces education material for Senior Advisors and other associates

Qualifications

  • CFP® or CFA® professional

  • Series 65 or ability or obtain within the first 90 days

  • Excellent communication skills

  • Demonstrated knowledge base

  • 2-3 years experience in financial planning

  • Knowledge or Money Guide Pro or similar software, and Morningstar to support client analysis

PPC Associate Advisor Opportunities for Advancement

  • Demonstrates proven ability to earn the trust of clients and lead client relationships

  • Possesses communication skills needed to manage client relationships

  • Able to handle review meetings and present plans

  • Earned trust and respect of Senior Advisors to manage less complex relationships

Compensation and Benefits

Competitive Base Salary + Bonus up to 15% of base salary.

Firmwide benefits include but not limited to, Dental, Medical and Vision premium covered, attractive responsible time off policy, flexible hybrid in office/remote policy and 401k match.

To apply for this position, please submit your resume to lcook@pacific-portfolio.com.

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