Almega Wealth Management is seeking a Jr. Financial Advisor / ParaPlanner for its Scottsdale, Arizona office location.
Almega Wealth Management is a fee-only fiduciary Registered Investment Advisor with offices in Scottsdale AZ, Greenville KY, Mount Air NC, and Raleigh NC. We take a holistic approach to wealth management, which includes investment management, advanced planning, and relationship management.
Responsibilities
- Prepare preliminary analysis reports for prospective clients.
- Prepare investment plan proposals and wealth management plans.
- Maintain accurate and up-to-date information within our financial planning and CRM software.
- Develop own book of business organically and from leads provided by Almega Wealth Management.
- Provide support to Almega Wealth Management client service team and solicitors.
- Draft presentations and conduct investment management analysis.
- Client service responsibilities.
- Some travel out of state may be required.
Qualifications
- Bachelors of Financial Planning, Certified Financial Planner, Chartered Financial Consultant, or equivalent experience (75% completion of either CFP or ChFC coursework would be considered equivalent experience).
- Experience with financial planning software; preference will be given for experience with Right Capital.
- Series 65 or 66, or waiver qualification (i.e., CFP) with clean U4.
- Proficient with Microsoft Word and Excel.
- Valid Driver License.
- Background check and drug test required.
Preference Items
- Applicants with an existing book of business that is transferrable to Almega Wealth Management.
- Experience using Right Capital.
- Experience with CEG Worldwide.
- Experience using Advyzon.
Compensation
Compensation will be a combination of Salary, Revenue Sharing, and Quarterly Bonus. Path to partnership is expected. 401k Plan with Company Match. Health, Dental, Vision, & HSA offered. Paid Continuing Education & Conference Attendance.
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