Financial Planning Associate. Job in San Francisco WestCoast-Jobs

  • Job Reference: 381672685-2
  • Date Posted: 27 September 2021
  • Recruiter: Vista Wealth Management Group, LLC
  • Location: San Francisco, California
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent

Job Description

Vista Wealth Management Group LLC

Location: San Francisco

Financial Planning Associate:

Vista Wealth Management is searching for a Financial Planning Associate for San Francisco office. We want to mentor planners who are passionate about financial planning and are motivated to develop their technical skills.

Our Core Values are WICKED

Wow Service


Clients First

Keep Excelling

Encourage Funness

Don't Be a Jerk


  • Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and review financial objectives.
  • Create and update client financial statements and client profiles
  • You will be part of the team responsible for preparing financial plans, determining investment strategy, creating ad-hoc analysis, and developing actionable recommendations for clients
  • Work with advisors across all offices to build financial plans

Knowledge and Skills

  • Excellent written & verbal communication
  • Working knowledge in EMoney preferred
  • Superb attention to detail
  • Accurate, high quality work product
  • Proficient in Excel
  • Exceptional time/project management
  • Creative problem solving
  • Working knowledge of the financial markets and taxation of investments

Education & Experience

  • Bachelor's degree, in a business-related major
  • One year of work experience preferred in financial planning or wealth management

Salary & Benefits

  • Competitive salary adequate with experience
  • 401k plan available with employer match
  • Paid time off
  • Medical, dental, vision coverage
  • Group life/disability insurance
  • Wellness membership reimbursement
  • Sabbatical after five years