Associate Advisor, Wealth Management

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🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 35 days.
• No salary listed.

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📋 Description

• Serve on the client service team to assist in managing client relationships • Participate in client and prospect meetings as well as networking opportunities • Develop competency with eMoney financial planning software to assist in developing financial plans • Prepare investment (portfolio) analysis and financial-related projects as needed • Develop competency in the CRM, manage workflows and related documentation requirements • Facilitate best practices and assist in monitoring and satisfying compliance requirements • Assist clients, wealth advisors, and other team members in serving high-net-worth families and business owners • Gain familiarity with operations, investment management, case development, client service, and new business acquisition

🎯 Requirements

• Undergraduate Degree, preferably in a business-related field • Minimum of 5 years in the Wealth Management/Financial Services industry • Active series 65 license • Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems • Excellent verbal and written communication skills for working with prospects, clients, and team members • Ability to work efficiently, effectively, and independently to see projects through to conclusion • Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments • Basic knowledge of income taxes and effects of portfolio transactions on income taxes

🏖️ Benefits

• Competitive salary and bonus plan • Competitive medical, dental, and vision plans • Basic life and disability coverage • 401(k) matching program • Financial support for approved designations and courses • Technical, leadership, sales training opportunities • Unlimited, discretionary time off • Paid parental leave

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