Christopher Weil & Company, Inc. (“WEIL”) is a Registered Investment Advisor located in Carmel Valley, California. Our primary business is providing financial advice and investment management for high-net-worth individuals and families.

 

The Position

 

We are currently seeking to add a financial advisor to our Advisory Team. Our team-based approach to wealth management means that no single advisor owns a book of business. Instead, we utilize a collaborative and team-based approach which allows us to offer a wide range of expertise and experience, ensuring that our clients receive the most comprehensive and personalized advice possible. Unlike many wealth management firms, we do not have sales quotas or sales-based compensation. This means that our advisors can focus on providing advice that is always in the best interest of the client, without the pressure to meet arbitrary sales targets.

 

As an employee at WEIL, you will be part of a positive and supportive work environment with a focus on work-life balance and a range of benefits aimed at helping you maintain a healthy and fulfilling life outside of work.

 

Qualifications and Experience

 

We are looking for someone with the experience to immediately step in and work with the Team to manage our existing client relationships. This position requires a bachelor’s degree from an accredited institution, a CFP® designation (or equivalent) and at least five years of related experience (financial planning, paraplanning, tax preparing, or estate planning). Experience with sales or sales adjacent roles is a plus. This position does not require a pre-existing book of business.

 

Responsibilities

 

• Meet with clients to determine their financial objectives and create personalized financial and investment management strategies to help them achieve their goals

• Serve clients using a broad knowledge of investment, financial planning, tax planning, estate planning, and philanthropic approaches

• Stay up-to-date on industry trends and regulations – share your knowledge with the team

• Take incoming phone calls from clients

• Serve existing and prospective clients in a timely manner

• Review various documents related to clients’ financial lives including wills, trusts, tax returns, employee benefit statements, operating agreements, investment account statements, and income/expense statements (among others)

• Seek out referral business and be on the lookout for opportunities to bring new clients to the platform

 

Competencies & Qualities

 

• Intense curiosity about financial advisory strategies and a genuine interest in people

• Able to work with a wide range of personalities

• Skilled at professional, concise and friendly phone, email, and in-person communication

• Technologically savvy and willing to adapt to specific methodologies

• Kind, good-natured, and collaborative

• Detail-oriented, flexible, and able to work well in a fast-paced environment

• Willingness to learn from mistakes and continuously improve

• Respectful of everyone's right to work in an inclusive and welcoming work space

 

Compensation

 

We offer competitive compensation ranging from a base salary of $80,000 to $125,000, discretionary bonuses, employer 401(k) contributions, the opportunity to earn Success Sharing income after three years with the firm, health insurance benefits, and discretionary vacation and sick leave. Interested candidates should please email their resumes to Macy Olivas at molivas@cweil.com.