Client Relationships Advisor - Financial Planning & Strategy

ABOUT OUR COMPANY

We are a fee-only, independent investment advisory and financial planning firm located in North Fresno. We develop strong personal relationships with our clients and bring clarity to financial issues important to them. We provide insight leading to solutions to help them achieve lifelong goals. We provide investment and planning services in a wide range of areas including Retirement Planning, Investment Strategy, Risk Management, Education Funding, & Estate Planning.

For more information about who we are, please visit our website:

At Portfolio Advisors, our top priority is building and maintaining our existing long‑term client relationships in addition to our ambitions to strategically grow in the future. We seek an advisor who aims to deliver high‑quality financial advice and exceptional experience to our clients. We are seeking someone who learns fast, works hard, and is motivated to tackle challenges. Our clients value our accuracy, transparency, and attention to detail when meeting their service needs.

Our exemplary service allows our advisors to spend their time strategizing for clients to provide solutions and address their needs.

Our company culture is important to our success. We work as a team and value each other’s input to strive towards a common goal.

• Solution oriented – can anticipate and identify concerns or problems, and provide solutions
• Energetic and does not mind wearing multiple hats
• Anticipate service needs for clients and advisors
• Motivated to work productively for the good of the company and doing what is necessary to stay actively engaged in the company success.
• Willing to work in a collaborative manner with other members of the team
• Offer fresh ideas
• Willing to grow and take on new responsibilities as needed
• Respects practice and client confidentiality
• Committed to continuous learning

Advisors provide technical financial planning and investment management work under the guidance and supervision of a Lead Advisor and/or Senior Advisor.

Advisors directly lead select client relationships while also serving, supporting, and managing our clients collaboratively with more experienced advisors. They are capable and have experience giving advice to clients and are able to make recommendations on client financial plans and investments.

They support client meetings and aid in the navigation of clients through the entire financial planning experience and decision‑making process. This includes, but is not limited to, taking notes, preparing, and discussing client financial plans appropriate for client situations. They will aid in the coordination of the planning process with the client and oversight tasks needing completed for the client.

This position does not require marketing and sales abilities.

• Engages directly and is responsible for client retention and relationship with assigned clients.
• Leads presentation and implementation of a suitable financial plan and/or investment strategy for less complicated clients of the firm.
• Advises client by understanding the needs, objectives, goals, concerns, and planning tools
• Provides periodic oversight, in line with firm procedures, to ensure the needs of the client are being met

• Focused support and second chair duties in client meetings with an ability to add value to the conversation while gathering data and action items for follow‑up
• Coordinate with Senior and Lead Advisors in the development and preparation of clients’ financial plans, developing recommendations and solutions in the best interest of the client and ensuring those plans are executed
• Communicating with clients by understanding the needs, objectives, goals, concerns and translating these into an actionable and disciplined plan.
• Coordinating with client’s other advisors (attorney, CPA, etc.) and other external sources to carry out the goals of client service
• Provide client follow‑up and engagement with clients, pre and post meeting, as well as other needs and communications as they arise
• Preparing and making recommendations for client financial plans, including entering…