Financial Advisor Assistant:
We are looking for the right person to join our team. Our mission is to help clients with their financial needs through every phase of their lives.
As an Advisor Assistant your duties include but are not limited to:
Client Services
o Account Opening
o Account Transfers and Rollovers
o Account Maintenances (beneficiary changes, address and phone number updates, etc.)
o Process Deposits & Distributions
o Prepare Reports for Client Meetings
o Operational Activities
Required knowledge and skills
• Extraordinary Client Service
• Detail Oriented
• Organized and Good Time Management
• Proficient with Microsoft Suite
• Analytical and Research Skills
• Strong verbal, written, presentation, and interpersonal communication skills
• Technology savvy
-LPL ClientWorks a plus
-Redtail CRM a plus
-E-money a plus
-Investment Industry experience a plus
• Attendance and punctuality is essential
This is a full-time position with retirement and medical benefits. Salary is commensurate with experience.
We offer a great working environment in a beautiful professional office location. Our culture is fast-paced, motivational and focused on improving our client’s lives. If you are interested in playing a key role in our company, please send your resume and cover letter to vicki@valleyoakwm.com.
For more information, please visit our website: www.valleyoakwealthmanagement.com
Tax Preparer:
We’re seeking an experienced, seasonal Tax Preparer or Enrolled Agent. The ideal candidate will have five or more years of experience in tax preparation. This team member will be afforded flexible work hours and work locations. (Home or office).
Responsibilities
Preparation of federal/ state tax returns for individuals, corporations, and trusts.
Assistance with IRS audit and tax notice response.
Collaborating with advisors on client’s behalf.
Meet with clients in person, or online, to explain tax returns.
Skills Desired
Detail-oriented and good organizational skills.
Professional verbal and written communication skills.
Integrity, with an ability to handle confidential information.
We offer a great working environment in a beautiful and professional office location. Our clients are long term, loyal, and pleasant to work with. Our culture is fast paced, motivational and focused on improving our clients’ lives. Compensation is a percentage of the cost of the return. No benefits-perfect for retired EA or CPA who wishes to work limited, flexible hours.
Send resume along with a cover letter to tim@valleyoakwm.com
Internship:
Valley Oak Wealth Management is looking for students, who have excelled in business, finance and economics – and who are interested in the financial services industry – to participate in a training program that will certify them to work in the office of an LPL Financial Advisor.
The internship program includes completing an online training curriculum and becoming certified to use industry-leading technology provided by LPL Financial to help financial advisors process business. During your internship, you will gain important professional skills and learn about a supportive career path in the financial services industry.
For more information, contact:
Anne Russell, VP Community Relations
(415) 898-4439
ValleyOakwm.com
Walk in interviews are scheduled for Friday’s from 11:45am to 12:30pm.
Students must have a 3.0 GPA or higher to qualify for the program.