The Associate Financial Advisor (AFA) is an exciting opportunity to collaborate with a planning-centric team of advisors to provide financial clarity, insight, and partnership to our clients. This individual will partner with a Lead Financial Advisor to care for client relationships by actively participating in the financial planning process to address investment, retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests and a resource to articulate our investment philosophy.
Covenant Wealth Advisors provides associates the opportunity to work a hybrid model, this is not a fully remote position. Teams are typically in the office 4 days per week and have the ability to work from home 1 day per week.
This role is part of a well structured career track to become a lead financial advisor within our firm and you will NOT be required to find your own clients.
General Responsibilities:
Develops a mastery of Covenant's evidence-based investment philosophy.
Resource for other AFAs at Covenant.
Create, edit, and present financial plans through Money Guide Elite, Tamarac, and Holistiplan.
Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
Ability to independently lead client communications and interactions.
Ability to assist with onboarding new clients to the firm.
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Trading team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
Determine asset allocation based on clients' needs, willingness & ability to take risk.
Diligent recording of client communication and information within client relationship management platform (Wealthbox).
Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
Assist with client billing reviews and collaborate with the billing team members to ensure fees are collected in a timely manner.
Engages in business planning efforts and actively supports the firm's strategic priorities.
Ability to meet with clients in person. Some travel may be required.
Qualifications:
Bachelor's Degree
2+ years of direct financial planning experience
Series 65 required
You are a task master and rarely let items slip through the cracks
Strong interpersonal communication skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Clean U4
CFP, CFA, EA or CPA/ PFS preferred
Covenant Wealth Advisors' Compensation and Benefits
This is a salaried position with an opportunity for a quarterly bonus based on firm revenue and a competitive benefits package. Covenant pays up to 75% of an associate's medical, dental, and vision insurance premiums. We offer PTO, 401(k) plan, Dependent Care Account, matching gifts and more.
Who is Covenant Wealth Advisors?
Founded in 2010, Covenant Wealth Advisors is an award winning fee-only financial planning and investment advisory firm with offices in Richmond, Reston, and Williamsburg VA.
We are a well-established financial services company that is expanding through rapid growth across Virginia and the United States. We offer a great team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals.
Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning environment. We value our employees, and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of superior quality of services based on a foundation of honesty, integrity, and ethical treatment.
At Covenant Wealth Advisors, we're driven by values that shape everything we do:
Integrity: We prioritize objectivity, transparency, and always putting our clients' interests first.
Pursue Excellence: We're committed to continuous learning, seeking better experiences, and achieving superior outcomes.
Gratitude: We're honored to guide clients through crucial financial decisions and never take this trust for granted.
Enjoy Life and Family: We value work-life balance, ensuring time for family, friends, and personal fulfillment.
Make It Happen: We foster a positive, can-do attitude where every team member is accountable for their actions.
Listen: We ask questions, listen attentively, and take a genuine interest in people's lives and goals.