Associate Advisor

FEE-ONLY FIRM. TEAM OF 13.

We are one of the fastest growing RIAs in the nation, currently managing ~$700 million in AUM. As the go-to firm for breadwinner women, we provide investment management and comprehensive financial planning services to high net worth individuals and families. Our core focus is to positively change our clients’ lives by actively assisting them to reach their goals and objectives.

RESPONSIBILITIES WE’LL TRUST YOU WITH

Support senior wealth advisors with serving existing and potential clients. Perform various tasks, including portfolio reviews, preparing financial projections and drafting comprehensive financial plans. Prepare client meeting materials, attend and actively participate in client meetings with senior wealth advisors and complete meeting follow-up tasks. Work within a team, use critical thinking skills, and anticipate firm needs and client questions.

QUALIFICATIONS

Bachelor’s degree. 3-5 years of experience in financial planning. Certified Financial Planner. Must be detail oriented, professional, hard-working, and structured, with a high degree of follow-through. Should be a self-starter, ambitious and love assisting clients. Strong analytical skills and computer skills including advanced proficiency with Excel, Word and PowerPoint. Also, must be comfortable using new software programs, introducing new ideas and talking to high net worth clients.

THE PERKS

Opportunity to work with a compassionate, competent, competitive, collaborative, and client obsessive team. Competitive salary commensurate with skills and experience. 3 weeks paid vacation and 7 paid holidays. After 1 year of employment: Quarterly bonus based on our firm’s revenue growth, 401(k) profit sharing plan with 6% employer contribution. Our firm also offers professional development opportunities including advancements within our firm. After 5 years of employment, 5 weeks paid sabbatical.