- Danville, California, United States
- On-site
- Full-time · Mid
- 3–5 years
Serve as the day‑to‑day contact for client questions, requests, and service needs, building and maintaining trusted relationships with households and supporting financial planning deliverables.
Responsibilities
- Serve as the day‑to‑day contact for client questions, requests, and service needs
- Build and maintain trusted relationships with households by understanding their goals, preferences, and communication styles
- Coordinate meeting scheduling, agendas, materials, and logistics
- Prepare meeting materials, review client documentation, and ensure readiness and accuracy
- Participate in client meetings and ensure decisions, next steps, and commitments are clearly documented
Requirements
- Bachelor’s degree in finance or related field
- Nice to have: Other professional certifications are helpful; CFP recommended
- Nice to have: RIA/wealth‑management experience
- Nice to have: Familiarity with RightCapital, Holistiplan, Fidelity/Schwab
- Nice to have: Experience with EOS/Traction