Gemmer Asset Management LLC Hiring for Client Advisor Associate Job at Walnut Creek, CA Full Time

Client Advisor Associate
Walnut Creek, California

Company:
Gemmer Asset Management LLC is a boutique, employee‐owned Registered Investment Advisor, founded in 1992 and based in Walnut Creek, CA, that specializes in providing independent advisors with a comprehensive and fully customized suite of services. We tailor unique solutions for each one of our advisors, both in terms of portfolio management and service support. We currently manage over $1 billion in assets across a range of risk levels with an investment philosophy grounded in broadly diversified asset allocation strategies.

Opportunity:
We are seeking an exceptional individual to work with the Wealth Management Partner in charge of legacy client relationships, by helping to coordinate and manage the delivery of all advisory services to these clients. Additionally, this position will assist the Investment Committee with recurring and special projects.

Responsibilities:

• Work with the Wealth Management Partner to: 1) Be a point of contact for calls/emails that come in from Wealth Management Clients 2) Complete the required client requests or manage/track their completion 3) Prepare for and participate in client meetings and calls
• Gain an understanding of the investment strategies and retirement planning concepts that are utilized for Wealth Management Clients. Learn to communicate such concepts to clients.
• Aid the investment committee with recurring and special projects, such as: 1)Help maintain the track record database for our model portfolios 2) Prepare portfolio analytics
• Learn how to process various operational/administrative client requests such as: 1) New account paperwork and account transfers 2) Deposits, withdrawals, IRA distributions, and other money transfers 3) Report generation along with the ability to explain the data/output in detail

Desired Qualifications:

• College degree and a minimum 3+ years working experience
• RIA or financial planning experience (e.g. operations, financial planning, client service)
• Progress towards the CFP designation
• Experience with industry software (e.g. Office 365, AdvisorEngine/Junxure, PortfolioCenter, Orion, MoneyTree, etc.)
• Excellent verbal and written communication skills (small group communication, in particular)

Salary is commensurate with experience and qualifications.

Job Type: Full-time

Pay: $65,000.00 – $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Physical setting:

• Office

Schedule:

• Monday to Friday

COVID-19 considerations:
Vaccination of employees is required

Work Location: One location