As associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
- Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.
- Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items.
- Critical in supporting, retaining and building meaningful client relationships.
- Participate in the sales process in partnership with team to build new client relationships.
- Actively develop skills in various software programs for investment and financial planning.
Qualifications
- Bachelor’s degree (degrees in finance or related field are a plus).
- 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience.
- CFP designation or Series 65 required.
Skills & Knowledge
- Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning.
- Previous experience with high net worth or ultra-high net worth clients/families is preferred.
- Experience utilizing financial planning software (eMoney, MoneyGuide Pro).
- Highly effective interpersonal, relationship management and communication skills.
- Strong attention to detail and excellent organizational and time management skills in a high-energy environment to manage multiple priorities.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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