Junior Wealth Advisor

About the role

The Junior Financial Advisor plays a crucial role in supporting the Senior Wealth Advisors at Mission Acorn Financial Services. This position is designed to empower our clients with holistic financial stewardship through meticulous data analysis and plan preparation.

Responsibilities

• Aid senior advisors in gathering comprehensive financial data and building customized financial plans.
• Conduct detailed market research, analyze various investment vehicles, and prepare sophisticated investment proposals and periodic portfolio reviews.
• Attend critical client meetings alongside senior advisors, documenting strategic action items and ensuring all follow-up tasks are executed with urgency.
• Support the complex client onboarding process by integrating all necessary financial records, risk tolerance profiles, and new estate planning documents into our CRM system.

Requirements

• Thrive in disciplined execution and have a strong focus on data analysis and market research.
• Have a high standard for detail and accuracy in financial data entry and modeling.
• Seek continuous feedback and be open to challenging situations to accelerate professional development.
• Be eager to support the broader team and contribute to flawless client presentations.

Qualifications

• Bachelor's degree in Finance, Economics, or a related field.
• Experience in financial planning or a similar role preferred.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

Skills

• Data analysis and interpretation.
• Financial modeling and projection.
• Client relationship management.
• CRM system proficiency.
• Attention to detail and accuracy.

Benefits

• Meticulously defined career path towards becoming a Lead Financial Advisor.
• Direct mentorship from experienced industry professionals managing complex portfolios.
• Cultivate a culture of honesty and growth within a supportive environment.
• Competitive entry-level compensation and top-tier benefits package.
• Hybrid work schedule offering flexibility.

Pay

Competitive entry-level compensation tailored to individual qualifications and experience.

Schedule

Hybrid work schedule offering flexibility between remote and office-based work.