Junior Financial Advisor

Jacobson Wealth Management – Napa, CA (Hybrid)

About Us

Jacobson Wealth Management is a family-owned, client-focused wealth management practice dually registered with United Planners Financial Services. We provide integrated wealth management, investment advisory, and financial planning services for individuals and families, combining disciplined planning with a warm, relationship-driven approach.

As we continue to grow, we're looking for a Junior Financial Advisor who is motivated, detail-oriented, and eager to build a long-term career in comprehensive financial planning.

Position Summary

The Junior Financial Advisor supports senior advisors in delivering high quality planning, investment management, and client service. This role is ideal for someone pursuing the CFP® path and looking to gain hands on experience in a professional, collaborative advisory environment.

You will assist with financial plan development, client meeting preparation, investment analysis, and operational workflows while gradually taking on more responsibility with client relationships. While the majority work currently is located in the area of Napa, CA, flexibility in traveling to client meetings in different locales would be valuable.

Key Responsibilities

Financial Planning & Analysis

• Assist in building and updating financial plans, retirement projections, and cash flow analyses

• Support tax aware planning strategies (Roth conversions, RMD planning, charitable strategies, etc.)

• Prepare planning summaries, scenario models, and advisor ready reports

Client Service & Relationship Support

• Participate in client meetings; prepare agendas, take notes, and manage follow up tasks

• Respond to routine client inquiries with professionalism and accuracy

• Maintain proactive, high quality communication with clients

Investment Support

• Prepare investment reviews, performance summaries, and allocation updates

• Assist with portfolio implementation, rebalancing, and model maintenance

• Conduct research on ETFs, mutual funds, and investment strategies

Operations & Compliance

• Support account opening, transfers, and custodial paperwork

• Maintain accurate CRM records and workflow tracking

• Assist with compliance documentation and audit ready recordkeeping

Qualifications

Required

• Bachelor’s degree in finance, economics, accounting, or related field

• Strong analytical and quantitative skills

• Excellent communication and interpersonal abilities

• High attention to detail and commitment to accuracy

• Ability to manage multiple tasks in a fast paced advisory environment

• Possession of FINRA securities licenses (Series 7 and 65/66) OR active progress toward obtaining them

Preferred

• Progress toward CFP®, CPA, or other relevant designation

• Experience with financial planning software (e.g., eMoney, RightCapital)

• Familiarity with custodial platforms (Schwab, Fidelity, Axos, etc.)

• Exposure to tax preparation or tax planning concepts

Personal Attributes

• Curious, coachable, and eager to learn

• Warm, trustworthy, and client focused

• Organized, reliable, and proactive

• Interested in a long term career as a lead advisor

Career Path

This role is designed as a pathway to becoming a Lead Advisor, with increasing responsibility for:

• Client relationships

• Planning ownership

• Portfolio oversight

• Business development opportunities

About Jacobson Wealth Management

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