Job Opportunities

Associate Wealth Advisor

JLFranklin Wealth Planning is a small, growing Registered Investment Advisor (RIA) firm, with headquarters in beautiful Marin County, CA, just 10 miles north of the Golden Gate Bridge, and a 30-minute ferry ride from downtown San Francisco. Our firm offers a stimulating, fast-paced environment with long-term growth potential.

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.

Compensation is competitive and benefits include medical insurance, a 401(k) plan with 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. The Associate Wealth Advisor will work closely with her and the other members of our team on a variety of projects, and will be able to specialize as the firm grows. We encourage you to visit JLFwealth.com before you apply to get an understanding of what we do and how we operate.

 

SUMMARY OF RESPONSIBILITIES
The Associate Wealth Advisor supports Wealth Managers 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.  

This is a position where guidelines, structure, and established policies must be followed, while working with and for others.

All client relationships are handled on a team basis, and the Associate Wealth Advisor is a key member of the team.
 
To find out more about our career path for Wealth Advisors, please review this PDF

 

DESIRED

  • 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
  • The ability to work at a steady, even pace of activity
  • 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

 
REQUIRED

  • 2 to 5 years of experience in the financial services industry
  • Very careful adherence to well-defined work where repeatable and correct results are needed. Ability to carefully follow our well-defined processes and procedures to perform activities with correct results
  • Ability to produce highly precise, high-quality work with a very strong attention to detail.
  • Patient and conscientious, with a natural ability to check and double-check work product
  • Ability to read and synthesize written information effectively
  • Ability to produce repeatable, very high-quality results
  • Bachelor’s degree in Financial Planning or a related field
  • Excellent written and verbal communication skills
  • Communication is factual, polite, and professional in nature
  • Uncompromising ethical standards
  • A “how can I help you?” attitude
  • Desire and ability to work successfully and collaboratively in a small company environment
  • 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 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*

Associate Wealth Advisor (Remote)

JLFranklin Wealth Planning is a small, growing Registered Investment Advisor (RIA) firm, with headquarters in the San Francisco Bay Area. This is a remote position. We offer a stimulating, fast-paced environment with long-term growth potential.

Compensation is competitive and benefits include medical insurance, a 401(k) plan with profit sharing, and paid time off. We encourage professional development by providing reimbursement for classes and conferences. Equity ownership potential is an added perk.

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. The Associate Wealth Advisor will work closely with her and the other members of our team on a variety of projects, and will be able to specialize as the firm grows. We encourage you to visit JLFwealth.com before you apply to get an understanding of what we do and how we operate.

 

SUMMARY OF RESPONSIBILITIES
The Associate Wealth Advisor supports Wealth Managers 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.  

This is a position where guidelines, structure, and established policies must be followed, while working with and for others.

All client relationships are handled on a team basis, and the Associate Wealth Advisor is a key member of the team.
 
To find out more about our career path for Wealth Advisors, please review this PDF

 

DESIRED

  • 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
  • The ability to work at a steady, even pace of activity
  • 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

 
REQUIRED

  • 2 to 5 years of experience in the financial services industry
  • Very careful adherence to well-defined work where repeatable and correct results are needed. Ability to carefully follow our well-defined processes and procedures to perform activities with correct results
  • Ability to produce highly precise, high-quality work with a very strong attention to detail.
  • Patient and conscientious, with a natural ability to check and double-check work product
  • Ability to read and synthesize written information effectively
  • Ability to produce repeatable, very high-quality results
  • Bachelor’s degree in Financial Planning or a related field
  • Excellent written and verbal communication skills
  • Communication is factual, polite, and professional in nature
  • Uncompromising ethical standards
  • A “how can I help you?” attitude
  • Desire and ability to work successfully and collaboratively in a small company environment
  • A compassionate, approachable, friendly personality
  • A client-comes-first attitude

 

LOCATION
Remote (virtual)

 

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*

Business Development and Marketing Manager (Remote)

JLFranklin Wealth Planning is a small, growing financial planning firm with headquarters in the San Francisco Bay Area. We are looking for a Business Development and Marketing Manager with social media experience to join our female-led team. We offer flexible hours for this position, and would consider both part-time and full-time applicants, with a minimum commitment of 20 hours per week. This is a remote position.

 

POSITION DESCRIPTION
The Business Development and Marketing Manager works on a variety of projects. You will help develop and execute a business development and social media plan, work with our advisors to edit content for our company website, newsletter and blogs, and clearly present our service offerings to prospective clients. The focus of this position is working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. You must be an effective communicator, someone who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns. A faster-than-average pace will be the norm for this position. Detailed work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently.

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

 

RESPONSIBILITIES

  • Track and maintain contact with prospects, including marketing material preparation, follow-up actions and generation of analytical reports
  • Promote our firm through original content, including our books, white papers, and website
  • Create and execute a social media strategy using Facebook, Twitter, LinkedIn and other platforms
  • Assist leadership to create a business development plan.
  • Prepare marketing materials for clients and prospects
  • Assist with research, development, execution and production of a podcast
  • 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
  • Organize and manage tasks within our customer relationship management (CRM) software database
  • Coordinate with web developer, graphic designer, and book publishing team to create effective and accurate collateral
  • Media liaison

REQUIRED

  • Excellent written and verbal communication skills
  • Detail-oriented, organized, and accurate
  • A highly collegial and collaborative work style; able to work well with all members of the team to serve our clients and keep our firm visible to clients and prospective clients.
  • Very socially-focused; requires “how can I help you?” attitude
  • Lots of attention spent on building and maintaining relationships, especially where helping, not pressuring, others fosters the relationship
  • Work with and through others, especially in a helping role; There is a need for a persuasive “selling” (rather than “telling”) communication style
  • Focus on adherence to established guidelines and procedures
  • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
  • Proficiency with editing functionality in Microsoft Word
  • An approachable, friendly personality
  • Demonstrated track record of taking full ownership of both large and small projects, and seeing them through to a successful conclusion
  • Organized, reliable, efficient, self–motivated
  • A high level of professionalism
  • Leadership by example, with first-hand knowledge of area of expertise
  • Strong, friendly follow-up on tasks delegated to ensure proper results
  • Team-focused with a strong work ethic and eagerness to “roll up your sleeves” to get things accomplished as part of the team
  • Desire and ability to work successfully in a small-company environment
  • Ability to work independently and take direction well

DESIRED

  • Ability to collaborate and build consensus with others in decision-making
  • Open, flowing communication style
  • Basic graphic design understanding
  • Bachelor’s degree, preferably with an emphasis in Business, Marketing, or Journalism
  • At least 5 years work experience in a similar role, or at least 5 years work experience in financial services

 

COMPENSATION
We offer a competitive compensation package including salary, bonus, 401(k) and profit sharing plan. Health insurance is offered to those working at least 30 hours per week, Salary will be determined based on experience and qualifications.

 

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
Remote (virtual)

 

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*

Business Operations Manager (at Least 30 Hours/Week) CLOSED

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 and full-time applicants, with a minimum commitment of 30 hours across 4 or 5 days per week.

 

POSITION DESCRIPTION
The Business Operations Manager works in our Marin County office (remote during the pandemic) 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 focus of this job is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential; the job requires patience and a willingness to handle and complete one task at a time. The job environment is stable, based on known relationships with people and well-defined processes. The ideal candidate is a high performer who is eager to learn and grow.

You will be responsible for assisting with 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. Job knowledge and competency are built through structured, step-by-step training and supportive coaching from management and peers. Communication with others involves knowledge of repetitive job routines and procedures gained from sufficient on-the-job experience.

Bay Area applicants are preferred; we will not pay for relocation.

 

RESPONSIBILITIES

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 Securities and Exchange Commission (SEC) compliance responsibilities
  • Suggest improvements to increase productivity and client satisfaction
  • General office management duties

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, Schwab, and other account custodians to accomplish tasks
  • Onboard new clients

Business Development Assistance

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

DESIRED

  • Excellent written and verbal communication skills
  • Able to work at a steady, even pace to promote accuracy and quality of work
  • A highly collegial and collaborative work style; able to work well with all members of the team, collaborate to serve our clients, and keep our firm visible to existing and prospective clients.
  • Can follow a set of procedures and complete tasks before new ones are begun
  • Proficiency with editing functionality in Microsoft Word

REQUIRED

  • 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
  • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
  • An approachable, friendly personality
  • Desire and ability to work successfully in a small-company
  • Helpful, supportive communication with management and peers
  • Collaborative approach in a structured job 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
  • A high level of professionalism
  • Bachelor’s degree, preferred
  • Work experience in a similar role, preferred

 

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. 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 (Remote during the pandemic)

 

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*

Business Operations Manager (Remote) CLOSED

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 and full-time applicants, with a minimum commitment of 30 hours across 4 or 5 days per week.

 

POSITION DESCRIPTION
The Business Operations Manager 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 focus of this job is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential; the job requires patience and a willingness to handle and complete one task at a time. The job environment is stable, based on known relationships with people and well-defined processes. The ideal candidate is a high performer who is eager to learn and grow.

You will be responsible for assisting with 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. Job knowledge and competency are built through structured, step-by-step training and supportive coaching from management and peers. Communication with others involves knowledge of repetitive job routines and procedures gained from sufficient on-the-job experience.

 

RESPONSIBILITIES

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 Securities and Exchange Commission (SEC) compliance responsibilities
  • Suggest improvements to increase productivity and client satisfaction
  • General office management duties

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, Schwab, and other account custodians to accomplish tasks
  • Onboard new clients

Business Development Assistance

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

DESIRED

  • Excellent written and verbal communication skills
  • Able to work at a steady, even pace to promote accuracy and quality of work
  • A highly collegial and collaborative work style; able to work well with all members of the team, collaborate to serve our clients, and keep our firm visible to existing and prospective clients.
  • Can follow a set of procedures and complete tasks before new ones are begun
  • Proficiency with editing functionality in Microsoft Word
  • Bachelor’s degree, preferred
  • Work experience in a similar role, preferred

REQUIRED

  • Collaborative approach in a structured job environment
  • 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
  • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
  • An approachable, friendly personality
  • Desire and ability to work successfully in a small company
  • Helpful, supportive communication with management and peers
  • 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
  • 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. 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
Remote

 

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 CLOSED

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 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.

This position requires a very careful adherence to well-defined procedures where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be very high quality with correct results. Checking and double-checking is often necessary; individuals performing the job must be patient and conscientious.

 

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

DESIRED:

  • Excellent written and verbal communication skills
  • Bachelor’s degree preferred not required
  • 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
  • The ability to manage time effectively and prioritize projects to ensure on-time completion
  • The ability to work at a steady, even pace of activity
  • 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.

REQUIRED:

  • 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
  • Ability to follow our well-defined processes and procedures to perform activities
  • 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 (Remote during shelter-in-place)

 

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 (Remote) CLOSED

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 and full-time applicants.

 

POSITION DESCRIPTION
The Client Service Associate works 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.

This position requires a very careful adherence to well-defined procedures where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be very high quality with correct results. Checking and double-checking is often necessary; individuals performing the job must be patient and conscientious.

 

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

DESIRED

  • 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
  • The ability to manage time effectively and prioritize projects to ensure on-time completion
  • The ability to work at a steady, even pace of activity
  • 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.

REQUIRED

  • 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
  • Ability to follow our well-defined processes and procedures to perform activities
  • 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
Remote

 

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*

Support Advisor (Remote)

JLFranklin Wealth Planning is a small, growing, Registered Investment Advisor (RIA) firm with headquarters in the San Francisco Bay Area. This is a remote position. We offer a stimulating, fast-paced environment with long-term growth potential.

Compensation is competitive and benefits include medical insurance, a 401(k) plan with profit sharing, and paid time off. We encourage professional development by providing reimbursement for classes and conferences. Equity ownership potential is an added perk.

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. The Support Advisor will work closely with her and the other members of our team, enjoy a variety of on-the-job learning opportunities, and be able to specialize as the firm grows. We encourage you to visit JLFwealth.com before you apply to get an understanding of what we do and how we operate.

 

SUMMARY OF RESPONSIBILITIES
The Support 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 on people’s lives, gain exposure to a fast-paced small business environment, and have the opportunity to participate in a variety of projects. A Support Advisor at JLFranklin Wealth Planning assists Wealth Managers 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.

This position requires a very careful adherence to well-defined procedures where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be very high quality with correct results. Checking and double-checking is often necessary; individuals performing the job must be patient and conscientious.

All client relationships are handled on a team basis, and the Support Advisor is a key member of the team.

To find out more about our career path for Wealth Advisors, please review this PDF.

 

DESIRED

  • 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
  • Interest in mastering industry software, including financial planning, client relationship management (CRM), and portfolio management
  • Strong communication skills with the ability to interact with our Wealth Advisors and high net-worth clients, verbally and in writing
  • The ability to manage time effectively and prioritize projects to ensure on-time completion
  • The ability to work at a steady, even pace of activity
  • 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
  • Able to closely follow established procedures and processes without modification
  • A high level of professionalism and a thirst to learn and grow as a financial professional.

 
REQUIRED

  • Acute attention to detail and accuracy (more important than speed)
  • Bachelor’s degree in Financial Planning, at least 5 Financial Planning classes, or some financial services experience
  • Ability to produce repeatable, very high-quality results
  • Ability to read and synthesize written information effectively
  • Excellent written and verbal communication skills; communication is factual, polite, and professional
  • Uncompromising ethical standards
  • Desire and ability to work successfully and collaboratively in a small company environment
  • People-focused, compassionate and friendly, while being slightly reserved in nature
  • Examination of the facts, established procedure, or proven process must preclude decision-making
  • Ability to follow our well-defined processes and procedures to perform activities
  • A client-comes-first attitude

 

LOCATION
Remote (virtual)

 

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*

Intern–Business Operations Intern CLOSED

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–Social Media and Marketing Intern

JLFranklin Wealth Planning is a small, growing financial planning firm with headquarters in the San Francisco Bay Area. We are looking for an intern with a significant amount of social media and marketing experience. This is a remote position.

 

JOB DESCRIPTION
The Social Media and Marketing Intern works 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 preparing marketing materials for clients and prospects, and business development projects. The person in this position must be friendly and genuinely interested in the agenda, and needs of others, including the company, its management, the team, the company’s customers, or all of the above. A faster-than-average pace will be the norm for this position. Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently.

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

 

RESPONSIBILITIES

  • Assist the firm’s owner to create and execute a social media strategy using Facebook, Twitter, LinkedIn and other platforms
  • Promote our books, white papers, and website
  • 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
  • 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

REQUIRED

  • 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
  • Basic graphic design understanding
  • 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.
  • Very socially-focused; requires “how can I help you?” attitude
  • Adherence to established guidelines and procedures is important
  • A need to build consensus rather than make decisions alone
  • Open, flowing communication is important
  • An approachable, friendly personality
  • Ability to work independently and take direction well
  • Ability to lead by example, with first-hand knowledge of area of expertise
  • Strong, friendly follow-up necessary on tasks delegated to ensure proper results
  • Organized, reliable, 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

DESIRED

  • Bachelor’s degree, preferably with an emphasis in Business, Marketing, or Journalism
  • GPA of 3.5 or higher, or 2+ years work experience in a similar role
  • Desire and ability to work successfully in a small-company environment
  • Demonstrated track record of taking full ownership of both large and small projects, and seeing them through to a successful conclusion

 

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. An hourly wage will be determined based on experience and qualifications.

 

LOCATION
Remote (virtual)

 

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 CLOSED

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 financial planning?

 

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, CA, 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.

This position requires a very careful adherence to well-defined procedures where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be very high quality with correct results. Checking and double-checking is often necessary; individuals performing the job must be patient and conscientious.

At the end of this internship, there may 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
  • The ability to manage time effectively and prioritize projects to ensure on-time completion
  • The ability to work at a steady, even pace of activity
  • Strong communication skills with the ability to interact with our Wealth Advisors and high net-worth clients, both verbally and in writing
  • 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
  • Able to closely follow established procedures and processes without modification
  • A high level of professionalism and a thirst to learn and grow as a financial professional.

Qualifications:

  • Acute attention to detail and accuracy (more important than speed)
  • Ability to read and synthesize written information effectively
  • Ability to produce repeatable, very high-quality results
  • Excellent written and verbal communication skills; communication is factual, polite, and professional
  • Uncompromising ethical standards
  • Desire and ability to work successfully in a small company environment
  • People-focused, compassionate and friendly, while being slightly reserved in nature
  • Ability to follow our well-defined processes and procedures to perform activities
  • 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*

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