Job Opportunities

Associate Wealth Advisor

Are you looking for a challenging and rewarding position with long-term growth potential? Do you want to make a positive impact in people’s lives? Are you curious about finance?

 

POSITION DESCRIPTION
The Associate Wealth Advisor is a position with substantial room to grow and excel as a member of our team. You will be exposed to a fast-paced small business environment and have the opportunity to participate in a variety of projects. An Associate Wealth Advisor at JLFranklin Wealth Planning works in our Marin office and supports Senior and Lead Advisors with all aspects of wealth management, including: solving client requests, data gathering and analysis, financial planning and portfolio reviews, meeting preparation, drafting trades, researching investments, client communication, client account maintenance, and implementation of recommendations. The Associate Wealth Advisor will also assist in writing and editing our newsletter, website, and social media content. Additionally, the Associate Wealth Advisor will participate in business development activities to attract clients. All client relationships are handled on a team basis and the Associate Wealth Advisor is a key member of the team. 

The ideal candidate will have some financial services experience (including college coursework), a basic understanding of financial planning, and a thirst to learn and grow as a financial professional.

The career path is toward becoming a Lead Advisor with business development responsibilities.

 

DESIRED SKILLS AND QUALIFICATIONS

Skills:
• Analytical skills to prepare and analyze client financial statements, plans, and investments
• Strong communication skills with the ability to interact with our Wealth Advisors and high net worth clients both verbally and in writing
• Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
• Interest in mastering financial planning, client relationship management (CRM) and portfolio management software
• The ability to manage time effectively and prioritize projects to ensure on-time completion
• A highly collegial and collaborative work style; able to work well with all members of the team and collaborate in all aspects of serving our clients
• Strong work ethic and eagerness to “roll up your sleeves” to get things accomplished for the client and the team
• A high level of professionalism

Qualifications:
• 2 to 10 years experience in the financial services industry or equivalent experience
• Bachelor’s degree required (a Master’s degree or JD degree is a plus)
• Professional designation such as a CFP®, CFA, or CPA, or a desire to obtain
• Uncompromising ethical standards and an understanding of fiduciary responsibility
• A client-comes-first attitude
• An acute attention to detail and accuracy
• Desire and ability to work successfully in a small company environment
• Excellent written and verbal communication skills
• Compassion and an approachable, friendly personality

 

COMPENSATION
We offer a competitive compensation package including salary, bonus, medical insurance, 401(k) and profit sharing plan. Salary will be determined based on experience and qualifications. Casual dress code, weekly staff lunch, and reimbursement for continuing education are added benefits.

 

ABOUT OUR FIRM
JLFranklin Wealth Planning provides financial planning, wealth management, and tax planning services on a fee-only basis. We encourage you to visit www.JLFWealth.com before you apply to get an understanding of our firm.

 

HOW TO APPLY
Please submit your information, resume and a cover letter telling us why you are interested in this position. We prefer attachments to be uploaded in PDF format. No phone calls, please.

We look forward to hearing from you!

 

First Name*

Last Name*

Email*

Phone*

Resume*

Cover Letter*

LinkedIn Profile

How did you hear about us?*

Other (please specify)

Work Authorization*

Assistant Wealth Advisor

Are you looking for a challenging and rewarding position in the financial services industry? Do you have a strong writing background, a talent for social media, and the desire to provide excellent customer service? Are you motivated to bring closure to projects?

If this sounds like you, please read on.

JLFranklin Wealth Planning is seeking a bright, energetic and organized individual with high standards of excellence to become an integral part of our Marin office. You will be exposed to a fast-paced small business environment and have the opportunity to participate in a variety of projects. The Assistant Wealth Advisor supports Senior and Lead Advisors.

 

JOB RESPONSIBILITIES
• Solve client requests: independently research and clearly document the steps taken and your conclusions; for other tasks follow specific directions as needed
• Complete forms and documents
• Enter data into spreadsheet templates
• Organize and manage our customer relationship management (CRM) database
• Draft and proofread written communications to clients, prospects and business partners
• Manage email marketing blasts using Constant Contact
• Assist in execution of social media strategy, using Facebook, Twitter, and LinkedIn
• Track and maintain contact with prospects, including marketing material preparation, follow-up actions, and generation of analytical reports
• Conduct research on the web
• Communicate with clients, brokerage firms, and other companies on behalf of the firm
• General office management duties

 

REQUIRED QUALIFICATIONS
• Detail-oriented
• Bachelor’s degree, preferably with an emphasis in Business, Marketing or Finance
• Computer-savvy; ability to quickly learn and adapt to new technology
• Thorough knowledge of Microsoft Word and PowerPoint
• Working knowledge of Excel
• Exceptional written and verbal communication skills
• Ability to work independently and receive direction well
• Demonstrated track record of taking full ownership of both large and small projects and seeing them through to a successful conclusion
• Organized, flexible, self–motivated, efficient, reliable, eager to learn
• At least two years office experience preferred but not required

 

COMPENSATION
We offer a competitive compensation package including salary, bonus, health insurance, 401(k) and profit sharing plan. Salary will be determined based on experience and qualifications. Casual dress code, weekly staff lunch, and reimbursement for continuing education are added benefits.

 

ABOUT OUR FIRM
JLFranklin Wealth Planning provides financial planning services on a fee-only basis. Our Marin office is conveniently located close to the ferry terminal and freeway, with plenty of free parking and within walking distance to Marin Country Mart. We encourage you to visit www.JLFWealth.com before you apply to get an understanding of our firm.

 

HOW TO APPLY
Please submit your information, resume and a cover letter telling us why you are interested in this position. We prefer attachments to be uploaded in PDF format. No phone calls, please.

We look forward to hearing from you!

 

First Name*

Last Name*

Email*

Phone*

Resume*

Cover Letter*

LinkedIn Profile

How did you hear about us?*

Other (please specify)

Work Authorization*

Client Service Coordinator - Not Open at This Time

Are you looking for a challenging and rewarding position with long-term growth potential? Do you enjoy helping people? Are you motivated to bring closure to projects?

If you answered yes to these questions, please read on.

POSITION DESCRIPTION
JLFranklin Wealth Planning is seeking a bright, energetic and organized individual with high standards of excellence to become an integral part of our Marin office. Your wide variety of projects will include establishing and maintaining client accounts, responding to client requests, drafting and proofreading written content, assisting in the execution of social media strategy, entering data into financial planning software, and managing our small office. Your responsibility is to ensure that every client of our firm feels they are getting the best, most personalized service possible. If you think you can handle the varied roles of an integral member of our small office team, and if you can make a commitment of at least two years, we encourage you to apply.

JOB RESPONSIBILITIES
• Complete forms and documents
• Draft and proofread written communications to clients, prospects, and business partners
• Organize and manage tasks within our customer relationship management (CRM) database (Junxure)
• Solve client requests: independently research and clearly document the steps taken and your conclusions; for other tasks follow specific directions as needed
• Assist in execution of social media strategy using Facebook, Twitter, and LinkedIn
• Manage relationships with custodians, vendors, and others on behalf of the firm
• Enter data into financial planning software program and spreadsheets
• Manage email marketing blasts using Constant Contact
• Track and maintain contact with prospects, including marketing material preparation, follow-up actions and generation of analytical reports
• Greet clients and answer phones
• General office management duties
• Plan client appreciation events

REQUIRED QUALIFICATIONS
• Bachelor’s degree, preferably with an emphasis in Business, Marketing or Finance
• Detail-oriented
• Computer-savvy; ability to quickly learn and adapt to new technology
• Exceptional written and verbal communication skills
• Thorough knowledge of Microsoft Word and PowerPoint
• Ability to work independently but receive direction well
• Demonstrated track record of taking full ownership of both large and small projects and seeing them through to a successful conclusion
• Organized, flexible, self–motivated, efficient, reliable, eager to learn
• Working knowledge of Excel
• Financial services industry experience preferred but not required

COMPENSATION
We offer a competitive compensation package including salary, bonus, health insurance, 401(k) and profit sharing plan. Salary will be determined based on experience and qualifications. Casual dress days, weekly staff lunch, and the ability to learn about your own personal financial situation are added benefits.

LOCATION
Our office is located in Larkspur, in Southern Marin, just north of San Francisco and within easy commuting distance from the City, the East Bay and the North Bay. We are conveniently located in the beautiful Larkspur Landing Office Park, close to the freeway with plenty of free parking and within walking distance to Marin Country Mart.

HOW TO APPLY
Please submit cover letters, resumes and salary history in response to this posting. We prefer attachments to be sent in PDF format. We encourage you to review our website before you apply to get an understanding of our firm. No phone calls, please.

We look forward to hearing from you!

First Name*

Last Name*

Email*

Phone*

Resume*

Cover Letter*

LinkedIn Profile

How did you hear about us?*

Other (please specify)

Work Authorization*

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