The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.
We are seeking candidates who are local to the Portland area and can work a hybrid schedule. This position will have a weekly in office requirement.
Essential Job Duties and Responsibilities
Develops a mastery of Buckingham's evidence-based investment philosophy.
Resource for other AWAs at Buckingham.
Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.
Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
Ability to independently lead client communications and interactions.
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management 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.
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 department 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.
Basic Qualifications
Bachelor's Degree
2+ years financial planning experience
Series 65
Strong interpersonal communication skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Clean U4
Buckingham's Compensation and Benefits
This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package. Buckingham pays up to 100% of an associate's medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.
Who is Buckingham Wealth Partners?
Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity.
Buckingham employs more than 600 associates in over 50 office locations nationwide.
Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core 'Passion To Do Right' and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran's status, genetic information or any class protected by applicable law or ordinance.
Buckingham's Awards & Accolades
Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016