Wealth Architects’ Core Values
We believe clients come first. Every action we take is in, and for, our clients’ best interest. We
consistently remind ourselves that we exist because of our clients.
We believe trusted relationships are sacred. Trust forms the foundation of our relationships and,
thus, we seek to cultivate trust every day. We work hard to build and maintain our clients’ trust.
We always tell our clients the truth, in good times and in bad. We deliver the advice they need
to hear rather than what they want to hear.
We believe in simplifying the complex. By doing so, we simplify our clients’ lives so they can
focus on what is truly important to them. We work to communicate with and educate our clients
so they are not confused by what we do. We provide greater clarity to our clients through our
innovative and solutions-based approach.
We believe we can impact others’ lives. We strive for an intimate understanding of our clients’
values and goals so we can serve them better. We want each client to feel like they are our
most important client and that we make meaningful difference in their life. We strive to exceed
client expectations. The service we provide should not just be excellent, but also delivered with
care and compassion. We believe our service must always be our differentiator and help us to
develop raving fans.
We believe independence matters. It enables us to always think and act with the client in mind
and to offer them the best resources available regardless of their position.
We believe in teamwork. As a team, we remain accountable to, and rely on, each other in the
important work that we do. We build trust and credibility with each other through commitment,
hard work and mutual support.
We work together because we share these beliefs. We happen to be wealth advisors.
Today we seek to grow and enrich our team. Do you share our beliefs? Are you dedicated to
understanding and helping others? Do you strive for professional and personal excellence? Are
you willing to learn, work hard and sacrifice for a shared vision?
If so, tell us why. Send us your resume and a detailed cover letter. Let’s talk.
Copyright © Wealth Architects, LLC
800 W. El Camino Real, Suite 201
Mountain View, CA 94040
Phone: 650.325.9044
www.wealtharchitects.com
Careers@wealtharchitects.com
Position: Summer Associate
Description:
We are seeking a Summer Associate for our wealth management firm in Mountain View,
CA. We are interested in a rising senior who demonstrates a serious passion for financial
planning, finance, accounting and/or economics through their academic, personal, and work
experience. Candidates that fit into our firm and culture will desire to be at an independent
Fee-Only RIA firm that upholds the fiduciary standard, embraces technology, believes in passive
investing, and works in a collaborative team environment.
Overview:
It is our goal, at Wealth Architects, to support the next generation of financial planning
professionals by creating opportunities for education and experience. The individual
selected to fill the role of summer associate will complete a 10-12 week program focusing on
Financial Planning, Client Services, and Portfolio Management.
Our summer associate will have the unique opportunity to gain practical financial
planning experience through various projects and mentorship from our team members. At the
end of the program this individual will have gained exposure in each of the three key areas
and will be expected to give a final presentation to the team.
Key Qualifications:
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Rising senior who is currently enrolled in a CFP® certified curriculum at an accredited
college or university
Working toward a B.A. or B.S. degree preferably in Financial Planning, Finance,
Accounting or Economics
Commitment to uphold a fiduciary duty to our clients in compliance with all CFP Board
standards and ethics
Organized, with attention to detail
Strong financial and analytical skills
Strong interpersonal skills
Ability to identify, meet and follow through with client needs and requirements
Must be a self-starter, problem solver and a goal-oriented team player
Able to work independently and keep team lead aware of progress and hurdles
Show curiosity and confidence when dealing with clients and advisory team
Please send resume and cover letter to elizabeth@wealtharchitects.com
Copyright © Wealth Architects, LLC
800 W. El Camino Real, Suite 201
Mountain View, CA 94040
Phone: 650.325.9044
www.wealtharchitects.com
Careers@wealtharchitects.com