Brio Financial Group (BrioFG.com)

We are a fun and friendly office comprised of five financial planners, three associate financial advisors, and four staff members. We are a pure RIA firm with an aggressive growth plan and are looking to build out our team with talent from the financial services industry. We are committed to our clients’ best interests first and foremost – but we are also deeply committed to our team. Culture matters. Education and internal learning is the cornerstone to what makes us great. A fun-spirited team approach to what we do makes an amazing office for both clients and team members. If you are interested in growing and being challenged, come talk to us.

The advisors in our office don't look at financial planning as a one-time event. It's a collaboration that takes place over a number of years, even decades, and is centered on unique ideas for the clients’ personal and financial future. Our goal? To help turn the clients’ dreams into a financial reality.

People turn to our advisors for objective advice and rely on our skills and confident guidance. Our approach to financial planning allows our clients to make sense of today's complex financial options.

We are looking for financial planners with current clients to join our firm and be part of an explosive growth plan. The degree of experience and current practice size will determine the level at which you would be joining. We have openings for advisors with small practices to transition/purchase or a large practice to merge. Individuals who always put the clients’ interests first, believe in fiduciary standards, have a hunger to learn, contribute and drive results, and have a fun, competitive spirit are who we see complementing an already amazing team!

Financial Planners shall have:

• Have the ability to bring in assets and hit annual and quarterly targets
• Manage and build relationships with new and existing clients
• Conduct client reviews, update client information, and discuss advice options
• Clearly communicate ongoing advice strategies to existing clients to support their understanding
• Manage client advice-related queries for existing clients
• Identify new and evolving client advice needs
• Seek opportunities to broaden the advice delivered to existing clients
• Generate referrals from existing clients
• Develop new prospect opportunities through professional networks
• Conduct advice meetings with new clients to collect information (assess client needs, goals and expectations, current financial situation, etc.), discuss advice options and obtain appropriate commitment to proceed
• Introduce the team members (Associate Advisor) and the advice process
• Develop client-focused advice strategies in consultation with Senior Advisor to ensure advice is appropriate
• Participate in the implementation of key marketing initiatives and activities including COI relationships of firm events
• Work closely with COIs to actively develop new client referrals
• Maintain an awareness of client needs to identify gaps in the services offered and opportunities for new revenue generation
• Actively research legislative and industry environment to gain a clear understanding of the impact on client advice strategies
• Attend appropriate courses and training to continue to develop understanding of leading-edge advice practices
• Adhere to the professional competencies, ethical standards, and cultural values

The individual we are looking for must have the following:

Specific Job Skills

• The ideal candidate must be extremely trustworthy and handle confidential information
• This person should be very detail oriented, highly organized, a multi-tasker, have an assertive and energetic personality with a professional demeanor
• Self-motivated and pro-active with an entrepreneurial spirit
• Superior caregiving skills
• Ability to make each client feel a true affinity to Brio Financial Group
• Must be team player willing to assist others at all levels of the organization
• Ability to carry oneself well in COI interactions, business conferences and client meetings
• Person should be very proficient in technology used by the firm such as MS Excel, Word, and Outlook, Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal or be a quick study and not afraid of technology

Education and Experience

• High School diploma or equivalent required; college preferred
• Prefer 5 + years total work experience; experience in financial services and/or a client-facing role
• All appropriate licenses as required by the SEC
• CFP required OR a plan to sit for the exam within the first 2 years
• Designations and/or board membership as appropriate and requested by the firm
• State, life, accident and health insurance licenses as necessary

Job Conditions

• Fluid hours
• Based in the primary Brio Financial Group office
• 25% of time spent in formal client meetings and 75% of the time on direct client interaction
• Nights and weekends may be necessary at times

If you're interested in a new career in a wonderful environment with huge opportunity for growth and a cutting-edge RIA – contact us:

Work Remotely

• Will consider but prefer in the office. If remote, must be willing to spend a week a quarter in the office.

Job Type: Full-time

Pay: From $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Ability to commute/relocate:

• San Francisco, CA 94104: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• client facing: 1 year (Preferred)

License/Certification:

• Series 65 (Preferred)

Work Location: One location

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