Job Posting for Wealth Management Advisor at Corvus Wealth Advisors
We are always on the lookout for enthusiastic, committed, and detail-oriented individuals to contribute to our formula for success. Our priority is putting our clients’ needs first and if you’re someone who has superior client service skills and a great work ethic, we want to hear from you.
As an established firm, we’re continuously growing our financial advisory business to offer the tools, resources, and motivation necessary to help our clients, and one another, build a great future.
Minimum Requirements
Ethical
Positive and constructive
Service focused
Team player
Excellent communicator
Diligent
Self Starter
Tech-savvy
Value work-life balance
Committed to continuous learning
Compensation, Logistics and Perks:
Competitive salaries benchmarked annually
Some positions eligible for incentive bonuses
401(k) Plan after 6 months of full-time employment with discretionary match and safe harbor contribution
Health Reimbursement Allowance (HRA) monthly after 90 days
Starting at 120 hours of PTO accrued annually
9 Paid holidays annually
In-office work at two locations, San Luis Obispo and Templeton, on the beautiful Central Coast of California
A friendly and transparent work culture that values a work-life balance for all employees
Casual, yet professional office dress
Free financial planning and investment management for employee accounts
Matching donation to a non-profit, as well as flex time to allow for up to 20 hours of service annually
A Wealth Management Advisor specializes in Comprehensive Financial Planning and Investment Management for private wealth clients as well as Investment Management for Non-Profit Endowments and Family Foundations.
A wealth management ADVISOR FOCUSES ON:
Comprehensive Financial Planning, including retirement planning, education planning, insurance needs analysis, cash-flow needs, debt analysis, estate planning, and tax planning
Investment management
Client relationship management
Business development
REQUIREMENTS FOR a wealth management advisor
Be a CERTIFIED FINANCIAL PLANNER™ practitioner
Bachelor's degree
Three year's experience in financial planning and investment management
Salary.com Estimation for Wealth Management Advisor in San Luis Obispo, CA
$69,123 to $90,454
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