Associate Financial Advisor

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🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $90k - $120k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

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Windward Recruiting

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2017

💼 Consulting

⚖️ Legal

🎯 Recruiter

Consulting • Legal • Recruitment

Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.

📋 Description

• Provide financial planning and advanced planning support using NaviPlan • Support tax planning and assist with tax preparation • Assist with investment operations and brokerage support • Cultivate and maintain strong client relationships • Understand clients’ financial goals and preferences • Stay informed on financial market trends and regulatory changes • Adhere to regulatory requirements and internal policies • Conduct due diligence on prospective clients • Implement risk mitigation measures • Participate in the hiring process, including a Zoom interview, Career History Form, firm interview, and assessments

🎯 Requirements

• 3 years of experience in financial planning, wealth management, tax preparation, estate planning, divorce financial analysis, or brokerage/advisory operations • Experience with financial planning software • Ability to learn new concepts and software packages quickly • Independent motivation, excellent communication skills, and strong work ethic • Ability to identify, meet, and follow through with clients’ needs and requirements • Strong attention to detail • Organization and strong time management skills • Experience/ability to work from home while maintaining a professional setting • Ability to work in Pacific or Mountain time zones • Qualified candidates will be asked to complete assessments

🏖️ Benefits

• 401(k) after 1 year • Mentorship and learning opportunities • Firm-sponsored CFP prep-course and testing • Great working environment with professional growth opportunities