Job summary
Job post source
This job is from a recruiting firm hiring for a separate company (Nerd Nation Financial @ Northwestern Mutual).
Job overview
The Financial Associate role involves working directly with clients on financial planning to help optimize their financial strategies and support the firm's wealth management services.
Responsibilities and impact
The role includes implementing financial planning recommendations, running analyses, assisting new clients in understanding their plans, coordinating document completion, serving as a secondary client contact, and collaborating with the team to provide tailored guidance.
Compensation and benefits
The position offers a $60,000 base salary plus bonuses, benefits, incentives, and coverage for further related education such as CFP designation and FINRA licenses.
Experience and skills
Candidates should have 0–2 years of finance experience, preferably a BA/BS in Finance or related field, with strong communication skills and a willingness to learn; training is provided to develop necessary skills.
Career development
There is a clear career path with potential future opportunities within the firm and support for further education and certifications.
Work environment and culture
The company values curiosity, care, excellent communication, and a collaborative, tight-knit team environment focused on client-centered guidance.
Company information
The client firm specializes in financial planning and wealth management for the tech sector, managing approximately $300M in assets with expertise in stock-based compensation.
Team overview
The candidate will join a tight-knit team working closely to deliver personalized financial guidance and support to clients.
Job location and travel
The position is located in Redwood City, CA, with a hybrid work arrangement.
Unique job features
The job offers unique opportunities for education cost coverage and professional development in financial certifications.
Company overview
Claire Myers Consulting is a prominent firm based in McLean, VA, specializing in business development and financial advisory services. The company generates revenue by offering high-level consulting roles such as Business Development Managers and Financial Advisors, with competitive salaries ranging from $125,000 to $200,000. Known for its strong company culture and employee benefits, Claire Myers Consulting is a key player in the wealth management sector, providing expert guidance and strategic planning to its clients.
How to land this job
Tailor your resume to highlight your communication skills, curiosity, and eagerness to learn, as these qualities are emphasized for the Financial Associate role at Claire Myers Consulting.
Focus on showcasing any relevant academic background in finance or business, along with your ability to collaborate with teams and manage client relationships effectively.
Apply through multiple channels including Claire Myers Consulting’s corporate website and LinkedIn to maximize your application’s exposure.
Connect with current employees in the Nerd Nation Financial division on LinkedIn, using ice breakers like commenting on their approach to client financial planning or asking about the company culture and growth opportunities.
Optimize your resume for ATS by incorporating keywords such as 'financial planning,' 'client communication,' 'analysis,' 'implementation,' and 'team coordination' directly from the job description.
Use Jennie Johnson’s Power Apply feature to automate tailored applications, identify the best platforms to apply through, and find LinkedIn contacts to network with, allowing you to focus your energy on preparing for interviews and skill development.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.