Associate Advisor - Palo Alto

We're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community.

Requirements

• Manage the day-to-day responsibilities, priorities and workload of their client service teams
• Provide analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients
• Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals
• Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
• Act as the point person for all client service team inquiries
• Work with the team to craft client meeting agenda and prepare deliverables to be presented
• Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members
• Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location
• Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests
• Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
• Manages tax coordination and execution for clients' personal and trust accounts

Benefits

• Health care benefits (medical/dental/vision)
• Retirement benefits
• Paid time off (PTO)
• Holiday flex-days
• Summer flex-days
• Company-paid holidays
• Parental leave
• Transportation benefits
• Unlimited volunteer time off
• Professional and personal wellbeing stipend