Financial Planner - Investment Advisor

Abacus Wealth Partners, LLC, a national, fee-only wealth management firm seeks Wealth Management Advisor for Sebastopol, California office.

Responsibilities:
Servicing and handling all daily logistics of client relationships so that CEO can focus on big picture client issues. Preparing financial plans, implementing recommendations, making investment recommendations, responding to client emails.


Qualifications (all must be met to be considered):Minimum 5 years experience directly advising clients on comprehensive wealth management issues.  (Fee-only & passive investment experience a plus.) BA required & CFP, CPA, CFA, or MBA preferable. Minimum 10 years in financial services. High proficiency with financial/spreadsheet analysis, highly accurate, organized & superb follow-up skills. Emotional intelligence and ability to communicate complex issues to anyone. Enjoys being part of a team Experience with financial planning software (i.e., Naviplan, Principia, DFA's Returns) a plus.

Email resume to lisa@abacuswealth.com .
Abacus - Changing the World One Portfolio at a Time
We offer a highly competitive compensation package and thriving environment.