ABOUT WACKER WEALTH PARTNERS:
We are a fee-only, independent wealth management firm overseeing $850 million in investments and providing comprehensive financial planning for our clients. Our firm’s CEO and founder, Bob Wacker, helped shape the financial planning profession, having served as the national President and Chair of NAPFA and on the Board of Governors of the CERTIFIED FINANCIAL PLANNER™ Board of Standards. With a team of sixteen people, eight of which are CFP® practitioners, Wacker Wealth Partners continues its tradition of leadership and innovation in relentless pursuit of providing clients with the best financial guidance available.
Our firm is located on the beautiful and coveted central coast of California in San Luis Obispo. Whether it is hiking, surfing, wine tasting, mountain biking, or just general well-being you are after, SLO offers world class opportunities with small town charm and community. With only a three hour drive to Los Angeles, the San Francisco Bay area, or the mountains, SLO is also a great home base for weekend excursions.
THE WEALTH ADVISOR POSITION:
The Wealth Advisor serves as the primary point of contact for clients of Wacker Wealth Partners. Aided by Wealth Planning Analysts and a strong service and operations team, the Wealth Advisor oversees the service and advice given to clients for whom he/she is responsible and also supports Senior Wealth Advisors as appropriate.
RESPONSIBILITIES INCLUDE:
MINIMUM REQUIREMENTS (PLEASE DO NOT APPLY UNLESS YOU FULFILL ALL REQUIREMENTS):
AN IDEAL CANDIDATE WILL POSSESS:
SALARY AND BENEFITS ARE COMPETITIVE BASED ON INDUSTRY STANDARDS AND QUALIFICATIONS