Job Opportunities

Associate Wealth Advisor

JLFranklin Wealth Planning is a small, growing fee-only firm, with headquarters in beautiful Marin County, CA, just 9 miles north of the Golden Gate Bridge, and a 30-minute ferry ride from downtown San Francisco. We have an outstanding full-time opportunity for an Associate Wealth Advisor. Although we are looking for someone with related experience to join our Marin office, finding the right person is our top priority, even if that person works remotely. We offer a stimulating, fast-paced environment with long-term growth potential.

Compensation is competitive, and benefits include medical insurance, 401(k) and profit sharing, paid time off, and a casual dress code. Weekly staff lunches maintain our collaborative environment, and we encourage professional development by providing financial reimbursement for classes and conferences.

The owner of the firm has more than 25 years of experience, a tax background, and a roster of tech and entrepreneurial clients. The Associate Wealth Advisor will work closely with her, enjoy a variety of on-the-job learning opportunities, and be able to specialize as the firm grows.

 

SUMMARY OF RESPONSIBILITIES
The Associate Wealth Advisor supports Senior and Lead Advisors with all aspects of wealth management, including resolving client requests, data gathering and analysis, financial planning and portfolio reviews, meeting preparation, client communication, client account maintenance, drafting trades, researching investments, and implementation of recommendations. 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.  

We have developed a career path for this role to become a Lead Advisor.

 

DESIRED SKILLS

  • Analytical skills to prepare and assess client financial statements, plans, and investments
  • Strong communication skills with the ability to interact with our Wealth Advisors and high net-worth clients, 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 pitch in on all aspects of serving our clients
  • Strong work ethic and eagerness to “roll up your sleeves” to get things accomplished
  • A high level of professionalism

 
DESIRED QUALIFICATIONS

  • 2 to 5 years of experience in the financial services industry, or at least 5 financial planning classes
  • Bachelor’s degree in financial planning or a related field
  • Acute attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Uncompromising ethical standards
  • Desire and ability to work successfully in a small company environment and collaborate with others
  • A compassionate, approachable, friendly personality
  • A client-comes-first attitude

 

LOCATION
Larkspur, California

 

HOW TO APPLY
Please submit your information, resume and a cover letter telling us why you are interested in this position. We prefer PDF attachments. Unfortunately, we are unable to accept direct calls or emails about this position. Thank you in advance for your interest!

 

First Name*

Last Name*

Email*

Phone*

Resume*

Cover Letter*

LinkedIn Profile

How did you hear about us?*

Other (please specify)

Work Authorization*

Business Operations & Client Service Manager - Flexible Hours

We are a small, growing financial firm looking for a friendly and organized addition to our team. We offer flexible hours for this position, and would consider both part-time (minimum commitment of 30 hours spread over at least four days per week) and full-time applicants.

 

POSITION DESCRIPTION
The Business Operations Manager works in our Marin County office and is an integral member of our female-led team. You will make a positive impact in people’s lives with your helpful attitude and coordination skills. The ideal candidate is a high performer who is eager to learn and grow. You will be responsible for leading the development, implementation, and evaluation of new and existing office operational processes, solving client requests, and assisting the founder with her business development projects. In your wide range of challenging tasks, your goal is to ensure that our firm is running productively and efficiently and that each of our clients believes they are getting the most personalized service possible.

Bay Area applicants are preferred; we will not pay for relocation. If you can make a commitment of at least two years, we encourage you to apply.

 

DESIRED SKILLS AND QUALIFICATIONS

RESPONSIBILITIES:

Client Service

  • Solve client requests: independently research and clearly document the steps taken and your conclusions; for other tasks follow specific directions as needed
  • Draft and proofread written communications to clients, prospects, and business partners
  • Complete forms and documents
  • Coordinate with clients and account custodians to accomplish tasks
  • Onboard new clients

Office Operations

  • Organize and manage tasks within our customer relationship management (CRM) software database
  • Communicate with vendors, brokerage firms, and clients on behalf of the firm
  • Coordinate software implementation and develop training programs
  • Manage compliance responsibilities
  • Suggest improvements to increase productivity and client satisfaction
  • Greet clients and answer phones
  • General office management duties

Business Development Assistance

  • Assist with execution of social media strategy using Facebook, Twitter, LinkedIn and other platforms
  • Manage email marketing blasts using Constant Contact software
  • Track contact with prospects in our CRM, including generation of analytical reports; prepare prospect marketing materials
  • Media liaison
  • No cold calling required

SKILLS

  • Excellent written and verbal communication skills
  • Detail-oriented, organized, and accurate
  • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
  • Proficiency with editing functionality in Microsoft Word
  • A highly collegial and collaborative work style; able to work well with all members of the team and collaborate to serve our clients and keep our firm visible to existing and prospective clients.

QUALIFICATIONS

  • An approachable, friendly personality
  • Bachelor’s degree from an accredited college
  • 2-5 years work experience in a similar role preferred
  • Desire and ability to work successfully in a small-company
  • Ability to work independently and take direction well
  • Demonstrated track record of taking full ownership of both large and small projects, and seeing them through to a successful conclusion
  • Organized, reliable, flexible, efficient, self-motivated
  • Strong work ethic and eagerness to “roll up your sleeves” to get things accomplished as part of the team
  • A high level of professionalism

 

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 learning about your own personal financial situation are added benefits.

 

ABOUT OUR FIRM
JLFranklin Wealth Planning has been providing financial planning, wealth management, and tax planning services on a fee-only basis for over 20 years. We encourage you to visit www.JLFWealth.com before you apply to get an understanding of our firm.

 

LOCATION
Larkspur, California

 

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 - Flexible Hours

Small, growing financial firm is looking for a friendly and organized associate. We offer flexible hours for this position, and would consider both part-time (minimum commitment of 20 hours spread over at least four days per week) and full-time applicants.

 

POSITION DESCRIPTION
The Client Service Coordinator works in our Marin County office in a dual-role capacity. You will make a positive impact in people’s lives with your helpful attitude and coordination skills. The ideal candidate is a high performer who is eager to learn and grow in a financial services career. In your wide range of tasks, your responsibility is to ensure that every client of our firm feels they are getting the most personalized service possible. You will work on a wide variety of challenging tasks and be an integral member of our team.

If you can make a commitment of at least two years, we encourage you to apply.

 

DESIRED SKILLS AND QUALIFICATIONS

Responsibilities:

  • Solve client requests: independently research and clearly document the steps taken and your conclusions; for other tasks follow specific directions as needed
  • Draft and proofread written communications to clients, prospects, and business partners
  • Complete forms and documents
  • Organize and manage tasks within our customer relationship management (CRM) software database
  • Communicate with brokerage firms, various companies, and clients on behalf of the firm
  • Assist in execution of social media strategy using Facebook, Twitter, LinkedIn and other platforms
  • Enter data into spreadsheets and financial planning software
  • Suggest improvements to increase productivity and client satisfaction
  • Manage email marketing blasts using Constant Contact
  • Participate in client meetings with lead advisor, taking a more active role as your knowledge increases
  • 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

Skills:

  • Excellent written and verbal communication skills
  • Bachelor’s degree, preferably with an emphasis in Business
  • Detail-oriented, organized, and accurate
  • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
  • Proficiency with editing functionality in Microsoft Word
  • A highly collegial and collaborative work style; able to work well with all members of the team and collaborate to serve our clients and keep our firm visible to clients and prospective clients.

Qualifications:

  • An approachable, friendly personality
  • GPA of 3.2 or higher, or 3+ years work experience in a similar role
  • Desire and ability to work successfully in a small-company environment
  • Ability to work independently and take direction well
  • Demonstrated track record of taking full ownership of both large and small projects, and seeing them through to a successful conclusion
  • Organized, reliable, flexible, efficient, self–motivated
  • Strong work ethic and eagerness to “roll up your sleeves” to get things accomplished as part of the team
  • A high level of professionalism

 

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 learning about your own personal financial situation 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.

 

LOCATION
Larkspur, California

 

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*

Entry-Level Wealth Advisor (Remote Work Possible)

JLFranklin Wealth Planning is a small, growing, fee-only firm with headquarters in beautiful Marin County, CA, just 9 miles north of the Golden Gate Bridge, and a 30-minute ferry ride from downtown San Francisco. We offer a stimulating, fast-paced environment with long-term growth potential. After three months of training in our office, you will have the option to work remotely, or you can remain as part of our in-house team.

Compensation is competitive and benefits include medical insurance, 401(k) and profit sharing, and paid time off. We encourage professional development by providing reimbursement for classes and conferences. Casual dress code, weekly staff lunch, and equity ownership potential are added perks.

JLFranklin Wealth Planning provides comprehensive financial planning, investment management, and tax planning on a fee-only basis. The owner of the firm has more than 25 years of experience, a tax background, and a roster of tech and entrepreneurial clients. We encourage you to visit www.JLFwealth.com before you apply to get an understanding of our firm.

 

POSITION DESCRIPTION
The Entry-Level Wealth Advisor is a challenging and rewarding position with substantial room to grow. As a member of a female-led team, you will make a positive impact in people’s lives, gain exposure to a fast-paced small business environment, and have the opportunity to participate in a variety of projects. An Entry-Level Wealth Advisor at JLFranklin Wealth Planning 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.

Additionally, the Entry-Level Wealth Advisor will participate in business development activities to attract clients. All client relationships are handled on a team basis and the Entry-Level 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

  • 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, 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 pitch in on 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

 
DESIRED QUALIFICATIONS

  • Bachelor’s degree in Financial Planning prior to start of employment
  • Acute attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Uncompromising ethical standards
  • Desire and ability to work successfully in a small company environment and collaborate with others
  • A compassionate, approachable, friendly personality
  • A client-comes-first attitude

 

LOCATION
Larkspur, California (or remote after 3 months of in-office training)

 

HOW TO APPLY
Please submit your information, resume and a cover letter telling us why you are interested in this position. We prefer PDF attachments. Unfortunately, we are unable to accept direct calls or emails about this position. Thank you in advance for your interest!

 

First Name*

Last Name*

Email*

Phone*

Resume*

Cover Letter*

LinkedIn Profile

How did you hear about us?*

Other (please specify)

Work Authorization*

Intern–Communications Intern

Are you looking for a challenging and rewarding internship position? Do you consider yourself organized and a good writer? Are you a highly motivated individual who would like to gain valuable office experience from a female entrepreneur?

 

POSITION DESCRIPTION
JLFranklin Wealth Planning is seeking a bright, energetic, and organized individual with high standards of excellence for a summer internship. As a paid intern, you will work in our Marin County office on a variety of projects from marketing to office organization to social media strategy. Your projects will increase in complexity as you demonstrate your competence and ability. Ability to quickly learn new computer software, excellent writing skills and exceptional attention to detail are required.

The ideal candidate is a college student available at least 30 hours per week during the summer. Additional projects may be available during the school year.

 

JOB RESPONSIBILITIES

  • Solve client requests: independently research and clearly document the steps taken and your conclusions; for other tasks follow specific directions as needed
  • Draft and proofread letters to clients, prospects and business partners
  • Complete forms and documents
  • Organize, and manage documents within our contact relationship management (CRM) software
  • Communicate with brokerage firms, various companies, and clients on behalf of the firm
  • Assist in creating and posting content for Facebook and Twitter
  • Write, edit, and/or proofread marketing collateral
  • Input data into Excel spreadsheets
  • Suggest improvements to increase productivity and client satisfaction
  • Manage email marketing blasts using Constant Contact
  • Assemble and prepare marketing materials, client materials and packages to be mailed
  • Greet clients and answer phones
  • General office management duties

DESIRED SKILLS AND QUALIFICATIONS
Skills:

  • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
  • Ability to work independently and take direction well
  • Strong communication skills with the ability to interact with our Wealth Advisors and high net worth clients both verbally and in writing
  • 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:

  • An acute attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Compassion and an approachable, friendly personality
  • Desire and ability to work successfully in a small company environment
  • A client-comes-first attitude
  • Minimum 3.4 GPA

 

COMPENSATION
An hourly wage will be determined based on experience and qualifications. Casual dress code, weekly staff lunch and the ability to learn about your own personal financial situation are added benefits.

 

LOCATION
Larkspur, California

 

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*

Intern–Wealth Advisor Intern

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 Intern is a position with substantial room to grow as a member of our team led by a female entrepreneur. As a paid intern, you will work in our Marin County office on 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. Your projects will increase in complexity as you demonstrate your competence and ability. The Associate Wealth Advisor Intern will also assist in writing and editing our newsletter, website, and social media content. All client relationships are handled on a team basis and the Associate Wealth Advisor Intern is a key member of the team.

We will consider applicants for the summer as well as during the school year. At the end of this internship, there will likely be an opportunity to move into a permanent position.

 

DESIRED SKILLS AND QUALIFICATIONS
Skills:

  • Analytical skills to prepare and analyze client financial statements, plans, and investments
  • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
  • Strong communication skills with the ability to interact with our Wealth Advisors and high net worth clients both verbally and in writing
  • 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:

  • An acute attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Uncompromising ethical standards
  • Desire and ability to work successfully in a small company environment
  • Compassion and an approachable, friendly personality
  • A client-comes-first attitude

 

COMPENSATION
An hourly wage will be determined based on experience and qualifications. Casual dress code, weekly staff lunch and the ability to learn about your own personal financial situation are added benefits.

 

LOCATION
Larkspur, California

 

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*

Social Media and Admin Assistant

Small, dynamic financial firm is looking for a social media whiz who can balance writing tasks with administrative duties.

 

JOB DESCRIPTION
The Social Media and Admin Assistant works in our Marin County office in a dual-role capacity. You will execute a social media plan, including creating content on social media platforms and work with our advisors to edit content for our company website. In your wide variety of projects, you’ll be exposed to a fast-paced small business environment including office management, preparing marketing materials for clients and prospects, and business development. 

The ideal candidate has excellent written and verbal communication skills and a thirst to learn and grow as a professional.

 

RESPONSIBILITIES

  • Create and execute social media strategy using Facebook, Twitter, LinkedIn and other platforms
  • Complete projects via independent research; clearly document your steps and conclusions
  • Draft and proofread written communications to clients, prospects, and business partners
  • Manage email marketing blasts using Constant Contact
  • Prepare agenda and slides for client and prospect meetings
  • Organize and manage tasks within our customer relationship management (CRM) software database
  • Track and maintain contact with prospects, including marketing material preparation, follow-up actions and generation of analytical reports
  • Coordinate with web developer, graphic designer, and book publishing team to create effective and accurate layouts
  • Conduct web research
  • General office management duties

SKILLS

  • Excellent written and verbal communication skills
  • Bachelor’s degree, preferably with an emphasis in Business, Marketing, or Journalism
  • Detail-oriented, organized, and accurate
  • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
  • Proficiency with editing functionality in Microsoft Word
  • A highly collegial and collaborative work style; able to work well with all members of the team and collaborate to serve our clients and keep our firm visible to clients and prospective clients.

QUALIFICATIONS

  • An approachable, friendly personality
  • GPA of 3.2 or higher, or 3+ years work experience in a similar role
  • Desire and ability to work successfully in a small-company environment
  • Ability to work independently and take direction well
  • Demonstrated track record of taking full ownership of both large and small projects, and seeing them through to a successful conclusion
  • Organized, reliable, flexible, efficient, self–motivated
  • Strong work ethic and eagerness to “roll up your sleeves” to get things accomplished as part of the team
  • A high level of professionalism

 

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

 

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 learning about your own personal financial situation are added benefits.

 

LOCATION
Larkspur, California

 

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*

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