Associate Wealth Advisor

Location
Menlo Park, California
Salary
An attractive compensation package will be offered to the final candidate based on experience.
Posted
10 Nov 2021
Closes
10 Dec 2021
Ref
Menlo Park, CA
Job Function
Wealth Management
Employment Type
Full Time
Education
Bachelors

Associate Wealth Advisor - Position Profile


FIRM OVERVIEW
Bordeaux Wealth Advisors (“BWA”) is an independent investment advisory and wealth
management firm with over $4.0 billion in assets under management across 180 families. We
have offices in Silicon Valley and Seattle - areas that are synonymous with innovation,
entrepreneurship, and wealth creation.


We serve as personal CFOs for high-net-worth individuals and families in growing, preserving,
and transferring wealth. Our mission is to serve as our client's most trusted advisor: guiding
them to achieve their financial goals and objectives and enabling them to achieve their ideal
future. We take a holistic approach to overseeing our client’s entire financial situation and
provide guidance on investment strategy and asset allocation, income tax, and cash flow
planning, estate and wealth transfer, insurance and risk management, education, and
retirement planning, as well as philanthropic gifting.


BWA’s culture is centered on a relentless pursuit of excellence, integrity, honesty, intellectual
rigor, and curiosity, with a strong client service ethos. We are a proudly independent firm and
believe deeply in putting our clients’ interests first.


POSITION SUMMARY
The Associate Wealth Advisor is an integral member of the client service team working closely
with the senior professionals of the firm to deliver exceptional advice and service to clients of
BWA. The associate wealth advisor will support the firm’s Wealth Advisors and Lead Wealth
Advisors by providing valuable information such as income tax planning and projections, investment evaluations and recommendations, financial analyses investment portfolio construction, estate planning and various other research projects.
The ideal candidate will have 3-5 years of experience in wealth management or related
disciplines such as investment planning, financial planning, tax planning and estate planning
with a strong desire to build a successful long-term career in the wealth management industry.


ESSENTIAL DUTIES AND RESPONSIBILITIES
The following duties are generally representative of the nature and level of work assigned and
are not necessarily all inclusive:
 Prepare agendas, reports and analyses for client meetings
 Play a key role in the ongoing maintenance of the firm’s portfolio accounting and
performance reporting system
 Assist in the execution of client recommendations
 Run financial projections for clients using sophisticated Excel models
 Assist advisors in evaluating various financial decisions and strategies for clients by
conducting research and complex financial analyses on a wide range of investment, tax,
estate and financial planning topics
 Perform general research in areas of investments, income tax planning, estate planning,
impact of recent regulations, and financial markets.
 Manage workflow and prioritize projects
 Participate on various BWA Committees.
The Associate Wealth Advisor position allows one to gain experience in many areas of financial
planning and analysis ranging from:
 Investment Strategies
 Financial Modeling
 Asset Allocation
 Cash Flow Analysis
 Tax Planning
 Retirement Planning
 Insurance Strategies
 Estate Planning
 Charitable Giving


REQUIREMENTS – EXPERIENCE, EDUCATION, COMPENTENCIES & PROFESSIONAL SKILLS
 Bachelor’s degree in finance/accounting/economics from a premier University with
strong academic achievement
 Relevant work experience in wealth management is preferred
 CFP®, CPA or CFA® designation preferred, or working toward achieving
 Strong PC skills with proficiency in Excel and a well-developed quantitative aptitude to
develop models to analyze financial matters
 Strong attention to detail and accuracy
 Analytical thinking and problem-solving skills
 Ability to work independently and within strict deadlines while managing multiple
priorities and open projects
 Strong interpersonal, verbal, and written communication skills
 Strong integrity and honesty
 Strong professional and personal references
 Successfully pass background checks


COMPENSATION
An attractive compensation package will be offered to the final candidate commensurate with
experience and ability. This package will include a competitive base salary, an incentive bonus,
health, dental, vision, life and disability insurance benefits, a 401(k) plan and paid time off.
Interested candidates should submit a cover letter and resume.

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