A Financial Advisor at Pacific Sage Partners is responsible for advising clients on financial and investment matters with the goal of preserving our clients’ wealth. As a fiduciary, financial advisors at Pacific Sage Partners work in the best interest of our clients. The Financial Advisor manages existing client relationships and develops new client relationships. The Financial Advisor is the revenue generator for the firm.  Therefore, our company’s product, excellent wealth management, depends on the performance of our financial advisors.

The Financial Advisor uses financial industry technical specialists and other research resources in various areas of expertise to formulate recommendations for clients. Every Financial Advisor at Pacific Sage Partners is asked to become the resident expert in a discipline of the wealth management offering (e.g., social security planning, Medicare, tax planning, etc.) The Financial Advisor may also work with, train, or supervise other staff in financial advisory services of Pacific Sage Partners. Pacific Sage Partners is a small but established and growing firm. Therefore, all employees must be willing to jump in to fill gaps where needed and contribute to solving problems to ensure that clients are well-served and the firm runs smoothly. The Financial Advisor is expected to support and amplify our firm’s core values and culture, and model this behavior for others.

Responsibilities

• Client relationship development and management, including ongoing and regular client contact and communication
• Conduct client reviews, update client information and discuss goals
• Prepare client meeting materials supporting portfolio review and financial planning discussion
• Monitor client portfolios
• Maintain client information in CRM
• Identify new opportunities for clients
• Manage client assets and portfolios, account analysis, estate planning, retirement projections
• Understand and stay current on tax strategies for clients’ assets
• Research financial/investment and economic trends, companies
• Manage and review portfolio management software to improve reporting and workflow systems/processes
• Create, implement and manage Pacific Sage Partners’ trading processes and procedures
• Participate in Pacific Sage Partners’ investment model discussions
• Search for innovations that strengthen Pacific Sage Partners’ ability to provide sound financial advice and services

Qualifications

• BA/BS or equivalent; Series 66
• CFP desired
• Track record of effective customer service
• Expertise in financial planning and wealth management
• Familiarity with working with investment models
• Be a collaborator and team-player
• Must be a self-starter and take ownership of tasks
• Ability to effectively organize and prioritize tasks, and work independently
• Effective manager of heavy, time-sensitive workloads, while maintaining accuracy and attention to detail
• Experienced and skilled problem solver
• Excel at strategic thinking, be open to new perspectives and better ways to do things
• Be creative and a visionary
• Excellent people skills; ability to build rapport with clients and motivate other staff
• Strong communication, observational and listening skills; good at asking questions
• Passionate about doing what is right for clients

Reporting

• This position will report to the CEO

Compensation

• Pay for this position will depend upon years of experience and expertise
• Range: $80,000 – $150,000
• Bonuses available for both excellent individual performance and firm performance
• Benefits include
  • Health care (medical/dental/vision), life insurance
  • 401(k) Plan with Company match
  • PTO