Wealth Advisor

Join Our Team as a Wealth Advisor!

Are you a CFP® professional with a passion for guiding clients toward financial success? Do you thrive in a collaborative, team-oriented environment? If so, we want to meet you! Willow Creek Wealth Management is searching for a dedicated and experienced Wealth Advisor to join our team.

Why You’ll Love This Role

As a Wealth Advisor at Willow Creek Wealth Management, you will provide top-tier financial guidance to our clients while working alongside an experienced, dedicated, and supportive team. Your expertise in financial planning, investment strategies, and client service will make a meaningful impact shaping financial futures for our clients.

What You’ll Be Doing

• Comprehensive Client Experience: Conducting annual client reviews, analyzing client financial data, and developing personalized recommendations in collaboration with our team.
• Investment Strategy & Portfolio Management: Review investment policy statements, monitor portfolio performance, and implement investment transition plans.
• Client Engagement & Planning: Facilitate client meetings, summarize key takeaways, and track follow-through.
• New Client Onboarding: Lead investment analysis, present financial strategies, and manage the implementation of tailored investment solutions.
• Collaboration & Growth: Work with internal teams, contribute to strategic initiatives, and develop relationships with Centers of Influence (COIs) to expand your network.
• Industry Involvement: Stay ahead of industry trends by joining professional associations, attending sponsored events, and pursuing continued education.

What You Bring to the Table

• Experience & Education: Minimum of three years in financial advisory services or the finance industry.
• Certification: A Certified Financial Planner (CFP) designation.
• Tech-Savviness: Proficiency in Microsoft Office Suite, particularly Excel, Word, Outlook. Ideally, experience with Orion, Advisor Engine CRM, and MoneyGuidePro.
• Strong Communication Skills: Ability to build lasting client relationships through clear, thoughtful, and professional interactions.
• Attention to Detail: Organized and meticulous, with the ability to manage multiple priorities while meeting deadlines.
• Proactive & Team-Oriented Mindset: A self-starter eager to contribute to a dynamic and client-focused team.

Compensation

·      Base Salary: Competitive base salary commensurate with experience.

·      Variable Compensation: Revenue sharing compensation based on both new and on-going client revenue.

·      Profit Sharing: Generous annual profit sharing plan contribution.

Benefits

·      Health, vision, dental insurance

·      401(k) profit sharing plan

·      Paid family leave program

·      Disability insurance

·      Hybrid work environment

·      Opportunities for equity ownership

If you’re ready to take the next step in your career and become part of a firm that values expertise, integrity, and collaboration, apply today by sending your cover letter and resume tocareers@willowcreekwealth.com.