We are a leading, independent wealth-advisory firm in Mountain View seeking an exceptional person to join our growing company. We provide integrated financial-life planning and investment management to a select number of individuals, families and institutions. We strive to offer the most thoughtful, objective and complete financial advice possible. This position offers attractive compensation and long-term growth potential.
 

 
As a young, growing firm we require someone with an entrepreneurial spirit, a client-focused professional who enjoys helping people plan for the future while simplifying their lives. Your responsibilities will primarily include developing, presenting and implementing customized financial plans. You must be able to work within a team and successfully build and maintain strong relationships with clients. You should be familiar with, or be able to quickly learn, financial-planning software. We work closely with our clients and rank among their most trusted advisors. We require an individual with exceptional people skills, attention to detail, the utmost professional integrity and the highest ethical standards.
 

 
Our ideal candidate has: five+ years experience providing financial advice and planning to successful individuals or institutions; an advanced financial degree or professional designation (CFP, CFA, CPA, MBA); an area of specialization (e.g. tax planning, working with privately held companies, same-sex planning, divorce/transition issues) and a desire to develop business. Portable business is a plus but not required.
 

 
Doesn’t look exactly like you? If you are a results-oriented professional with related financial experience who truly likes helping people, have experience managing client relationships and the dedication to learn about and excel in a new profession, please let us know in your cover letter why we should consider you.
 

 
We are competitive in compensation and offer a first-rate benefits package.
 

 
Compensation commensurate with experience.
 
Benefits include: Health, Dental, Vision, Disability and 401k
 

 
To apply please reply to the email listed above with your resume and a personal statement/cover letter