Associate Wealth Advisor

About the role

The Associate Wealth Advisor is the relationship-forward member of a service team, carrying real responsibility for client communication and trust, while also performing and leading component financial analyses that feed into client recommendations. Each service team is led by an Engagement Manager, and the Associate Wealth Advisor is their closest partner.

Responsibilities

• Carry real responsibility for client communication and trust
• Perform and lead component financial analyses that feed into client recommendations
• Close partnership with Engagement Managers
• Deliver bespoke, data-driven financial strategies built around the whole pattern of clients’ lives
• Translate financial complexity into clear, confident guidance
• Take on client responsibility and grow along a career track toward Lead Wealth Advisor

Requirements

• Genuine instinct for human connection
• Ability to translate financial complexity into clear, confident guidance
• Excellent oral and written language skills
• Drive to take on client responsibility and grow along a career track toward Lead Wealth Advisor
• Bachelor's degree
• Series 65 and Certified Financial Planner (CFP®) designations
• Two or more years client-facing advisory experience in financial services
• Experience with custodial platforms (Altruist, Pershing, etc.) and key types of financial advisory technology (e.g., financial planning software, cash flow analysis software, tax analysis software, etc.)
• Experience using eMoney

Qualifications

• Pursuit of an advanced degree or designation in financial services

Skills

• Strong interpersonal and communication skills
• Proficiency in financial planning and advisory technology
• Ability to manage client expectations and build trust
• Experience with financial planning software, cash flow analysis software, tax analysis software, etc.
• Experience with custodial platforms (Altruist, Pershing, etc.)
• Experience with CRM systems, reporting systems, etc.

Benefits

Annual salary based on relevant experience. Additional benefits.

Pay

$120,000 - $160,000 annually

Schedule

Full time