Associate Wealth Advisor
Collaborative, Independent Culture
We are a well-established, high growth, fee-only RIA with a national media presence managing close to $6 billion for individual investors, corporations, and not-for-profit organizations. The culture is highly collaborative and committed to professional excellence, shared success, and a client-first philosophy. Leadership, creativity, and innovation are encouraged and rewarded. This is an ideal position for someone seeking to join an organization that believes in collaborative team cultures and that people are its most important asset.
Responsibilities We’ll Trust You With
This is a professional position that will support Financial Advisors and Wealth Managers directly, in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections, using Excel spreadsheets and MoneyGuidePro financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through. You will be tasked with preparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis. You will handle all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy statements and asset allocations, as well as post-client meeting tasks including developing meeting notes, performing financial situation analyses, and coordinating planning implementation with outside professionals if necessary. You will continuously monitor clients’ financial situations with detail and accuracy. It is critical that you be able to keep up and learn things quickly in a fast-paced environment, and effectively manage regular changing of priorities.
A Bachelors’ degree with a strong academic background preferred. Prior experience within wealth management and RIA in particular preferred. Possess a passion for the capital markets, investing, and helping to solve complex problems. Ability to work independently, performing and completing multiple tasks efficiently. This role will have a high element of teamwork, working with different employee levels within the firm. An analytical mind and ability to problem solve are musts to be successful in this role.
Competitive base compensation and benefits program complemented by a firm-wide incentive plan. Health, dental and vision insurance. 401k, with employer match. Educational reimbursements (continued education, conference attendance, training budget, etc.) and paid professional dues. Mentorship and professional development opportunities in a collaborative/supportive team environment.