Experienced Financial Advisor

Abacus Wealth Partners • Santa Monica, CA

241d

About The Position

Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat our team members with the same care and respect we give our clients - which is why we offer unlimited vacation, flexible work arrangements, gender-neutral paid parental leave, and more. This is an invitation for seasoned financial advisors (CFP® with 5+ years in the trenches) to express an interest in joining our community here at Abacus. Starting salary would be based on several factors, with years of experience leading the conversation. Are you looking to join a team where financial planning meets purpose? Where spreadsheets and compassion coexist? Where you can bring your whole self to work (even the part that gets excited about tax-loss harvesting)? We can't wait to meet you!

Requirements

• Alignment with our Core Values in daily actions and decisions
• CFP® designation
• 5+ years of experience in financial planning at fee-only RIAs
• Strong communication skills to translate complex financial jargon
• Project management skills that are organized, detail-oriented, and resourceful
• A passion for financial planning
• Ability to embrace change and new technology
• Appreciation for our B Corp certification

Nice To Haves

• Located or willing to move near one of our offices in Santa Monica, San Carlos, or Sebastopol, CA, or Ardmore, PA
• Eager to bring new business to an underserved area

Responsibilities

• Deliver consistent financial planning experiences so good, clients might name their yacht after you
• Navigate our tech ecosystem (Salesforce, eMoney, Box, DocuSign, GSuite) with confidence
• Wield our advisor tools and technologies like a financial planning superhero
• Welcome new clients as either their lead advisor or relationship manager
• Help us grow by networking, writing, speaking, or having genuine conversations with clients about referrals
• Develop your own financial 'superpower' (e.g. subject matter expertise, client niche or avatar)
• Offer such wonderful service that your clients can't help but refer their friends and loved ones to you
• Join an internal committee to contribute your knowledge and demonstrate leadership skills
• Participate in our Matchmaking process to help determine if prospects are a good fit for Abacus
• Dedicate up to 10% of your time learning new tricks
• Guide the next generation of financial wizards by mentoring associates and newer advisors
• Contribute at least 8 hours annually to Pro Bono work
• Be excited about growing your career here, and eventually becoming one of our employee owners

Benefits

• Unlimited vacation
• Flexible work arrangements
• Gender-neutral paid parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities