[Close] 

Financial Planner & Client Relations

Scharf Investments, LLC, is a successful, fast growing registered investment advisor (RIA) in the San Francisco Bay Area with AUM in excess of $5 billion. We are looking for an intelligent, hard working self-starter to make a mark as we expand our footprint into the Southeast. The firm's rapid growth offers plenty of advancement potential for the right individual as we encourage employees to expand their role outside and inside the firm.
Job Summary
The Client Relations Manager works directly with firm clients to address a variety of needs. This individual has exceptional interpersonal skills, an aptitude for financial and investment concepts, and the ability to earn the confidence of high net worth clients.
Key Responsibilities
Portfolio consulting to determine investment allocation across proprietary product
Providing comprehensive financial planning advice to high net worth clients
Reviewing client performance, needs, goals, and objectives
Ability to talk about portfolio holdings in depth
Ability to garner additional client assets where appropriate
Servicing day-to-day client needs
Gathering client data and documenting accounts
Drafting correspondence and needs summaries
Researching items relevant to client financial needs
Qualifications
A minimum of 5 years experience preferred, ideally in financial services industry
CFP designation is strongly preferred but candidates willing to obtain the necessary certifications will be considered
Excellent interpersonal and communication skills, both written and oral
Aptitude for financial and investment concepts
Intelligent, proactive, well organized, attention to detail, ability to multi-task, keep track of open items
Desire/ability to work successfully in a small company environment
Series 65 a plus, but not required
We offer employees a collegial atmosphere, tremendous growth opportunities, and a generous benefits package that includes health care and 401(k).
To apply for this opportunity, please submit your resume and cover letter to

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Senior Client Relations Representative - Contract
El Dorado Hills, CA Broadridge Financial Solutions
Certified Financial Planner - Associate
San Mateo, CA Robert Half
Financial Planner (Santa Clara, CA)
Santa Clara, CA Financial Engines
Senior Financial Planner & Analyst
San Francisco, CA Lime Lab
Financial Planner (Walnut Creek, CA)
Walnut Creek, CA Financial Engines