Associate Wealth Advisor

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
• Participate in ongoing professional development activities to enhance 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
• Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

Benefits

• We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance

Pay

• $83K - $115K

Schedule

• N/A