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The Portfolio Advisor is a unique opportunity to collaborate with a growing team of advisors with key professional expertise to accomplish client goals. This individual will partner with a Wealth Advisor to manage client relationships and portfolios, and participate in the advanced planning process to address retirement, estate, and tax considerations.
Essential Duties and Responsibilities
Learns and understands the Thomas Doll investment philosophy and passive investing
Creates a unique Investment Policy Statement and Wealth Strategy Plan for each client
Facilitate the consulting process through the preparation and follow-up of each step of the client experience and participation in client meetings
Diligent recording of client communication in CRM
Monte Carlo analysis
Portfolio analysis input
Interact with and connect team members to ensure a high level of service for our clients.
Manages client onboarding process
Develop an area of expertise on a firm process and/or advanced planning topic to add value to the firm
Desired Skills and Experience
Education and/or Work Experience
Series 65 within 90 days of employment
Advanced degree and/or certifications; CFP, CFA, CPA/ PFS strongly encouraged
College Degree or Other Qualifications
Team player and collaborative; uses the resources of the firm
Well-developed interpersonal and communication skills – able to build trusted relationships
Very good judgment
Tax knowledge a plus
Ability to process complex financial scenarios
Attention to detail and accuracy
Proficiency with Word and Excel
This position is a great opportunity for a professional seeking a new career challenge. If you are a CPA, accountant, attorney, or insurance professional and are interested in exploring wealth management as a career, please contact us to learn more. To be considered for this position all applicants are required to complete our survey, please follow the link below;
****Our commitment to strategic growth provides many opportunities for select candidates to become a part of our dynamic team. The essence of who we are and what we do comes to life through the experience we deliver to our clients every day. As associates, we lean on each other’s experience, learn from each other’s expertise and know that only together will we help our clients achieve great things. If this resonates with you, we invite you to learn more. An opportunity is available in our Walnut Creek office, Thomas Doll is paid on a semi-monthly salary and bonus program (no sales or commissions).
To apply to this position or other opportunities at Thomas Doll, contact; **** to be considered for current or future job openings.