Job Details

Financial Planner/Advisor Intellectus Partners

Competitive Base + Bonus | Hybrid | SF Bay Area, Charlotte, NC, or North NJ

About Intellectus Partners

Headquartered in San Francisco with roots in Silicon Valley, Intellectus Partners is a dynamic wealth management firm dedicated to empowering serial entrepreneurs, innovators, and high-net-worth individuals. Our client-centric approach helps clients navigate complex financial landscapes and plan for their next ventures. We're expanding our team to deliver exceptional financial planning and wealth management services across the SF Bay Area, Charlotte, NC, and North NJ, and we're looking for passionate professionals to join our mission.

The Opportunity

We're seeking a driven Junior Financial Planner/Advisor to deliver tailored financial planning solutions, reporting directly to the Founder/CEO and Head of Wealth Planning. This role focuses on financial planning and insurance, retirement planning, estate planning, 10b5-1 planning, and stock option planning, offering a platform to grow your career and leverage your past and existing client relationships. With 3-5 years of experience and a portable book of clients, you'll contribute to our growth while benefiting from mentorship and a collaborative, innovative culture.

Responsibilities

• Partner with senior advisors to craft and deliver comprehensive financial plans, integrating insurance, retirement strategies, estate planning, 10b5-1 plans, and stock option planning.
• Engage with clients on inquiries related to financial strategies, portfolio performance, insurance, retirement goals, estate planning, 10b5-1 plans, and stock options.
• Execute upon excellent, dedicated, Concierge like service levels.
• Develop compelling proposals to attract prospective clients, highlighting our holistic wealth management expertise.
• Create and present customized financial plans aligned with clients' long-term objectives, including estate and legacy planning.
• Prepare materials for client meetings, collaborating with internal teams for seamless execution.
• Attend client meetings, own follow-up tasks, and ensure timely delivery of action items.
• Coordinate with clients' attorneys, accountants, and other professionals to support estate planning, 10b5-1, stock option, and other planning needs.
• Support client data management and contribute to special projects as needed.
• Drive firm growth by leveraging your network and client base to attract new clients to the firm.

Qualifications

• 3-5 years of experience in wealth management or financial planning, with exposure to insurance, retirement planning, estate planning, 10b5-1 planning, or stock option planning.
• Portable book of business or established client relationships (preferred).
• Bachelor's degree from an accredited university; majors in financial planning, finance, economics, business, accounting, or law preferred.
• CFP designation or progress toward certification.
• Expertise with insurance products, retirement strategies, estate planning, 10b5-1 plans, and stock option planning.
• Tax or legal background/experience is a significant plus.
• Exceptional communication and client-facing skills with a proactive, client-first mindset.
• Strong organizational skills and meticulous attention to detail.
• Ability to excel in a fast-paced, team-oriented environment.
• Proficiency with financial planning software, portfolio management tools, and platforms for estate planning, 10b5-1, and stock option analysis.
• Commitment to integrity, confidentiality, and professional excellence.

Why Intellectus Partners?

• Competitive Pay: Base salary plus performance-driven bonuses.
• Mentorship & Growth: Direct guidance from the Founder/CEO and Head of Wealth Planning, with clear paths to senior roles.
• Hybrid LocationFlexibility: Work from our SF Bay Area, Charlotte, NC, or North NJ offices.
• Innovative Environment: Thrive in a culture blending Silicon Valley innovation with financial expertise.
• Meaningful Impact: Shape the financial futures of entrepreneurs and high-net-worth clients.

How to Apply

Ready to advance your career in financial planning? Apply via LinkedIn or email your resume and a brief cover letter to ...@intellect.us. We're eager to connect with candidates who share our passion for client success.

Intellectus Partners is an equal opportunity employer, committed to fostering a diverse and inclusive workplace.