Financial Advisor - Operating Company

Posted:
9/18/2024, 9:12:03 AM

Location(s):
San Francisco, California, United States ⋅ California, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Finance & Banking

Evergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software and Government Services. We are driven by a people first mission to marry capital allocation with inspired operations, thus creating North America’s best home for businesses.

The Evergreen holding company team is comprised of 35+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM.

Job Description

As a Senior Financial Advisor/Financial Advisor at an Evergreen-backed operating company, you will be responsible for managing the company’s existing client relationships and formulating and implementing advice. Placed at one of our newly acquired operating companies in the wealth management space, you will also collaborate with Portfolio Managers, Partners, and other experienced Financial Advisors to develop recommendations. S/FAs are expected to partner with the Business Development team to develop new client relationships and to foster working relationships with attorneys, accountants, and other client “centers of influence” (COIs). S/FAs also lead Associate Financial Advisors in client service delivery.

Location: San Francisco Bay Area

Duties and Responsibilities

Foster new client relationships and drive growth through existing client relationships, and in partnership with professional networks and the firm’s Business Development team
Build, deepen, and retain relationships by providing comprehensive financial planning and a high-quality client experience in all interactions
Serve as a primary liaison between the client and the Portfolio Management team
Obtain and review clients’ investment goals, time horizons and tolerance for market volatility
With the support of Associate Financial Advisors, produce, update and present financial plans designed to help clients achieve their goals
Schedule, prepare, hold and execute on follow-up items for all client meetings
Meet the Service Level Agreement (SLA) requirements for all clients assigned to the advisor

Qualifications

Excellent communication, presentation, organizational, computer and interpersonal skills
3-7 years of experience providing advisory services in a client-facing role and comprehensive financial planning and business development experience
Bachelor's degree
CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire)
CFA, CPA, EA, MSA, JD a plus
Knowledgeable in the areas of:

Equity compensation - ISO, NQSO, ESPP, RSU, 10b5-1, 83(b)
Exchange Funds, options strategies and other solutions for concentrated stock positions
Employee benefits of Bay Area Firms
Taxation
Bay Area Real estate transactions
Estate Planning
Insurance

Highly proficient in MS Office; experience with eMoney, and Salesforce/other CRM a plus
Proactive contributing team player able to work in a fast-paced environment
Must have mode of transportation for travel (prospect/client meetings)

Salary and Benefits

The expected base salary for this position will range from $115-225K plus eligibility for profit share and additional incentive compensation based on successfully completing metrics. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.
Company profit-sharing plan (eligible after 6 months of employment) based on successfully completing metrics
Incentive compensation on new assets (in partnership with business development and referrals from existing clients and COIs)

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!

DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN

At Evergreen, we acknowledge that an emphasis on diversity, equity and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted and empowered to excel in their role. These beliefs run true to our PeopleFirst philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.

Compensation

A competitive compensation package will be offered alongside a benefits package.

Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.

Evergreen Services Group

Website: https://evergreensg.com/

Headquarter Location: San Francisco, California, United States

Employee Count: 1-10

Year Founded: 2017

Last Funding Type: Private Equity

Industries: Finance ⋅ Financial Services ⋅ Information Technology

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