We’re Hiring!
Yeske Buie is seeking to fill two open positions in our San Francisco office. Details for each of the positions can be found below. Applications should be submitted to Jobs@YeBu.com. Please don’t hesitate to connect with us if you have any questions. We look forward to learning more about YOU!
Assistant Financial Planner
Yeske Buie is seeking to hire a self-motivated, relationship-driven, and values-centered team player with a resilient, upbeat attitude and a passion for learning for this role.
About the Role
While we are a process oriented and evidenced-based firm, we embrace the flexibility needed to truly serve the interests of our Clients. So, while no two days will be exactly alike in elevating the client experience, here’s what you are likely to experience during a typical work week:
- Learning to Lead Client Meetings TheLiveBigWay
- Gathering Financial Planning Data from Clients
- Preparing, Reviewing, & Implementing Financial Plans
- Reviewing Client Accounts and Trades
- Learning the Ins-and-Outs of Account Maintenance
- Designing, Implementing, and Managing Projects
- Meeting with the Team
About the Ideal Candidate
Someone who will excel in this position will…
- Hold a degree from a CFP Board Registered Baccalaureate or Master’s Program
- Take a Client-first approach to their work
- Demonstrate excellent communication skills
- Have strong analytical and financial skills and be detail-oriented with a high degree of accuracy
- Be able to manage and prioritize tasks and projects through to their successful conclusion
- Enjoy working as part of a team and be able to work effectively and efficiently on their own
- Have a desire to learn and grow
- Be trustworthy, ethical, hard-working, and professional
- Be enthusiastic towards participating in the financial planning profession and community
Paraplanner
Yeske Buie is seeking to hire a self-motivated, organized, and adaptable problem-solver with a resilient, upbeat attitude and a hard work ethic for this role.
About the Role
The prefix “para” comes from Greek origins and has several interpretations including alongside and beside. As a Paraplanner at Yeske Buie, you will work to comprehensively support our financial planning team. We envision this support including the following:
- Listening and Taking Notes in Client Meetings
- Gathering Financial Planning Data from Clients
- Preparing Financial Reports for Lead Advisor’s Review
- Reviewing Client Accounts and Proposing Trades
- Completing Client Service and Administrative Tasks
- Serving as a Utility Player in Firm Projects
- Meeting with the Team
About the Ideal Candidate
Someone who will excel in this position will…
- Hold a Bachelor’s degree from an accredited college or university
- Have strong analytical and financial skills and be detail-oriented with a high degree of accuracy
- Be able to manage and prioritize tasks and projects through to their successful conclusion
- Take a Client-first approach to their work
- Be adept and savvy with software and technology
- Demonstrate excellent communication skills
- Solve problems with instincts to think creatively, be resourceful, and adapt
- Genuinely enjoy supporting others and find collective success to be fulfilling
- Be trustworthy, ethical, hard-working, and professional
For More Details…
Check out our full job descriptions below for more details on the position and your future with Yeske Buie.
Additional Notes About Working At Yeske Buie
Work Schedule: Yeske Buie is pleased to offer employees a hybrid work schedule. All employees are expected to work from our physical offices from Tuesday through Thursday, and may work from their own virtual office on Monday and Friday.
COVID-19 Protocols: It is an expectation that every member of the Yeske Buie team will receive the COVID-19 vaccine and provide proof of vaccination.
To Apply…
Please send your resume, cover letter, and short essay answers to the questions below to Jobs@YeBu.com.
- Why do you want to work for Yeske Buie?
- What would you bring to Yeske Buie that is unique and special?
- What would you need from Yeske Buie to reach your highest potential?
- The organizing principle that runs through all aspects of Yeske Buie is Live Big. What does Live Big mean to you in your life?
- What are your expectations for your development as a member of Yeske Buie?
We look forward to meeting you!
