Experienced Financial Advisor

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 (CFPs 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!

Life as an Abacus Advisor: Where Money Meets Purpose

• Deliver consistent  financial planning experiences so good, clients might name their yacht after you
• Navigate our tech ecosystem (Salesforce, eMoney, Box, DocuSign, GSuite) with the confidence of someone who doesn't need to call their teenage nephew for help
• Wield our advisor tools and technologies like a financial planning superhero
• Welcome new clients as either their lead advisor or relationship manager (we're all about the dynamic duo approach)
• Help us grow by networking, writing, speaking, or simply having genuine conversations with clients about referrals
• Strongly encouraged: 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 (with bonus comp that'll make your wallet smile)
• Open to joining an internal committee where you can contribute your vast knowledge and demonstrate leadership skills (no mandatory trust falls, we promise)
• Participate in our Matchmaking process (prospects who book a call through our website)  to help determine if they are a good fit for Abacus
• Appreciate the value of educational growth and development – dedicate up to 10% of your time learning new tricks
• Guide the next generation of financial wizards by mentoring associates and newer advisors - think of Abacus like a teaching hospital where we are always growing the next generation of talent
• Contribute at least 8 hours annually to Pro Bono work (because doing good feels good)
• Be excited about growing your career here, and eventually becoming one of our employee owners.

Must-Haves: Non-Negotiables That Make Us Tick

• Alignment with our Core Values – not just on your resume, but in your daily actions and decisions
• CFP® designation (the one acronym we absolutely require)
• 5 years of experience in financial planning at fee-only RIAs (your experience runs deeper than a standard deviation chart)
• Communication skills that can translate "complex financial jargon" into "oh, now I get it!"
• Project management skills that would impress Marie Kondo – organized, detail-oriented, and resourceful. Our Advisors are not experts in every area, but they are organized and attentive, using their resources to provide an accurate and timely response to their clients.
• A passion for financial planning that borders on obsession (if you've ever debated credit card points at a dinner party, you're our kind of people)
• Ability to embrace change and new technology faster than you can say "blockchain"
• Appreciation for our B Corp certification – we're committed to people and planet, not just profits (revolutionary, we know). If these things are priorities for you too, you belong with us!

Icing on the Cake: Bonus Points We're Sweet On

• If you are located or willing to move near one of our offices in Santa Monica, San Carlos, or Sebastopol, CA, or Ardmore, PA - we could use people who find value spending a few days a week in office with other Abacans
• Alternatively, we are also open to those eager to plant the Abacus flag in new territory, bringing new business to an underserved area