Assistant Wealth Advisor

Job Description

Integrity, intelligence, grit, and a passion for client care are essential for this position.

We are an independent financial advisory practice that is growing quickly. The Associate Wealth Advisor / Analyst will work directly with the firm's President and primary advisor, who is a CFP® with 25 years of experience.

Experience in financial services is required. The position will be filled with a candidate who is organized, has excellent communication skills, and understands the importance of helping clients manage their life savings. Candidates must have unwavering integrity and the ability to learn in a dynamic and sometimes stressful environment. The AWA will be fully immersed in the firm's planning and investment process.

This position will progress into a client facing role with relationship management responsibilities. Once qualified, the AWA will serve as select clients' primary point of contact. The AWA's responsibilities will grow into direct involvement in the planning and investment processes for the firm and its clients.

Significant professional and financial growth will accompany this position.

Responsibilities

Conduct financial analysis and develop comprehensive financial plans tailored to clients' needs.

Manage client relationships by delivering exceptional customer service and maintaining regular communication.

Support investment management and portfolio analysis to optimize wealth management strategies.

Stay informed on financial services regulations and compliance, ensuring adherence to securities law.

Collaborate with team members to enhance financial sales and service offerings.

Full-time