Wealth Advisor Associate

Work with a high-performing & growth-orientated team of advisors who are incentivized to develop your career

Provide technical financial support to clients

Create and deliver client presentations

Participate in client meetings: Conduct data gathering, case design, and scenario building

Manage ongoing client service, create sales presentations, and manage the process of onboarding new clients

Speak your mind, have your voice heard, innovate, and streamline existing processes

Grow yourself personally and professionally with the support of your team and upper management with the goal of advancing into a Senior Wealth Advisor Associate and then a Wealth Advisor role after succeeding in the supporting Associate position

1-2 years of proven experience in a financial support role, ideally within wealth management

Desire to achieve the Certified Financial Planner or Chartered Financial Analyst designation

Excellent attention to detail, multi-tasking, and time management skills

Strong written and verbal communication skills required.

Strong knowledge base across investments, economics, accounting, and financial planning

Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis

Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers

Outstanding ability to communicate, present, and influence your team and clients

Must have Series 65 OR pass Series 65 exam within 90 days of employment and achieve the AWMA and AAMS designations within 9 months of employment

A sincere desire to make a difference not only in your client's lives but in the world demonstrated through your own volunteer journey

Job Type : Full-time, salaried non-exempt