Job Title: Associate Advisor
Compensation: $100,000.00 salary
Location: Austin, TX (Hybrid)
Job Type: Full-Time
Job purpose:As an Associate Wealth Advisor, you will work directly with the wealth management team 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 associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Duties and responsibilities:- Work with your 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
- Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
- Critical in supporting, retaining and building meaningful client relationships
- Participate in the sales process in partnership with team to build new client relationships
- Actively develop skills in various software programs for investment and financial planning
Work Experience:- 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
Education/Licensing: - Bachelor's degree (degrees in finance or related field are a plus)
- CFP designation or Series 65 required withing 180 days
Skills & Knowledge - Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients/families is preferred
- Experience utilizing financial planning software (eMoney, MoneyGuide Pro, Right Capital etc)
- Highly effective interpersonal, relationship management and communication skills
- Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
Featured Benefits: - $100,000.00 salary
- Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
Department Sales
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
