As a associate wealth advisor you will work to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
Effectively work with your team and available resources in support of our clients, executing client requests and updating information
Active participant in obtaining new clients in partnership with strategic relationships and community networks
Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
Qualifications
Bachelor's degree required
4+ years' experience working in a financial planning that provides relevant experience
Securities Licensed
Skills & Knowledge
Wealth management experience with fee-based consulting, mutual funds, money manager programs, and financial planning
Previous experience with investment clients and high net worth
Mastery of various financial planning and investment software products
Highly effective interpersonal, relationship management and communication skills
Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Strong attention to detail
Note: Must have a clean U4 with no disclosures.
We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.