We are seeking a dedicated and analytical Associate Financial Advisor to join our dynamic fee-only financial advisory firm. The ideal candidate will play a pivotal role in constructing comprehensive financial plans, drafting strategic recommendations, and actively participating in client meetings. This position offers an excellent opportunity for a critical thinker who thrives in a detail-oriented environment and is interested in growing professionally within the financial advisory industry.
About Scholar Financial Advising
Scholar Financial Advising is a Winston-Salem, North Carolina based fee-only investment advisory firm focused on fiduciary financial planning services. Our customized plans are created on a flat fee, hourly basis, or a monthly retainer through our family office CFO signature program.
Our mission is to Educate, Empower, and Encourage clients on the importance of financial health by giving them the skills and practical knowledge necessary to make positive financial decisions.
Our firm is rapidly growing, and our team is dedicated to success. The goal is to find the right person who can leverage their experience to make an immediate impact on the clients and prospects we work with daily, as well as on our team. We are driven to provide excellence in experiences across all stages and interactions. From the very first impression to supporting long-term client relationships, every touchpoint is important to our success.
Key Responsibilities
Financial Planning:
Assist in developing thorough financial plans tailored to individual client objectives, including retirement, tax strategies, estate planning, and investment management.
Analyze client financial information to identify and prioritize short-term and long-term financial goals.
Draft detailed financial recommendations aligned with client objectives, adhering to firm standards and compliance regulations.
Client Interaction:
Participate actively in client meetings, preparing necessary documents, and presenting recommendations under the guidance of senior advisors.
Follow up diligently on client action items and provide ongoing support to address financial inquiries and adjustments.
Maintain accurate and detailed documentation of client interactions, recommendations, and planning outcomes.
Research and Analysis:
Perform in-depth analysis of investment portfolios, tax planning opportunities, and financial products to support advisor recommendations.
Continuously monitor industry trends, regulatory changes, and financial products to enhance planning strategies and firm offerings.
Professional Development:
Engage proactively in educational opportunities to expand financial planning expertise, working towards obtaining a CFA or CFP designation.
Contribute collaboratively to the team's knowledge base, sharing insights and best practices to support firm-wide growth and client success.
Qualifications:
Minimum 1-3 years of experience in financial planning, wealth management, or a related financial services role.
Demonstrated ability to build comprehensive financial plans and draft client-centric recommendations.
Completion of or working toward a CFA charter or CFP certification is strongly preferred.
Exceptional analytical skills, attention to detail, and a proactive approach to problem-solving.
Strong interpersonal skills with the ability to effectively communicate complex financial concepts to diverse client audiences.
Proven ability to manage multiple priorities efficiently in a collaborative and fast-paced environment.
Key Competencies
Professionalism with strong interpersonal, written, and communication skills.
Strong analytical and problem-solving skills, with the ability to interpret data insights and optimize financial strategies accordingly.
Attention to detail and efficiency
Strong organizational and time management skills
Team player with a collaborative mindset
Compensation and Benefits
Salary commensurate with experience, expected range of $55,000-$80,000
Paid Time Off (PTO) to support work-life balance
Paid holidays according to the firm's holiday calendar
Retirement match: 6% to a 401(k) plan
Healthcare stipend
Interviewing Process
We intend to interview top candidates in early April with a plan for the position to start in May. There are five stages to our hiring process:
Application review
Invited to complete our Situational Assessment
Zoom interviews (x2)
Technical proficiency project
Offer extended
Please submit:
Cover letter addressing your experience and how you would add value to our team
Resume
List of 3 references related to previous positions in a related field or role