Associate Wealth Advisor

Associate Wealth Advisor Job Posting

The Associate Wealth Advisor is a unique opportunity to collaborate with a growing team of professional, experienced advisors. You will partner with a high performing team of Wealth Advisors to manage our joint client relationships and actively participate in the advanced planning process addressing retirement, investment, risk management, estate, and tax considerations. In addition, you will be responsible for supporting the trading, rebalancing and investment strategy implementation for the team’s clients. You will primarily support clients in our Fairfax office but may spend 1-2 days per week supporting clients in our Middleburg office, as needed.

This is a salaried position with a competitive benefits package. Buckingham pays 100% of an associate’s premiums for medical and dental insurance, long-term disability, life and accidental death benefits. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off, so our associates take as many PTO days as needed, a 401(k) plan with profit sharing, medical deductible reimbursement, tuition reimbursement, matching gifts and more.

Buckingham has a formalized, yet flexible career path for wealth advisors.

Essential Duties and Responsibilities

• Develop a deep understanding of our clients’ personal objectives and collaborate with our team and their other advisors to help them reach their goals

• Develop a mastery of Buckingham’s investment philosophy and evidence-based investing

• Serve day-to-day client needs and coordinate with all team members to ensure the highest possible level of service delivery

• Maintain accurate client data and records in our CRM and document management software

• Participate in the client onboarding process and periodic client reviews

• Prepare initial drafts of financial plans and tax projections

• Create a personalized Investment Policy Statement for each assigned client

• Monitor our clients’ ongoing investment progress including asset allocation, portfolio rebalancing and tax loss harvesting needs

• Develop an area of expertise on a firm process and/or advanced planning topic to add value to the firm’s expertise

• Support our business development efforts

• Actively participate in our team’s strategic priorities

Desired Skills and Experience

Education and Work Experience

• Bachelor’s degree

• 2-4 years of direct client-facing experience

• Advanced degree and/or certifications; CFP or CPA/ PFS preferred

• Series 65 within 90 days of employment

Other Qualifications

• Self-starter, with the ability to work independently in a fast paced environment

• High personal ethical standards and sound judgement

• Well-developed interpersonal skills - able to build trusting relationships

• Ability to think critically and to present complex financial scenarios effectively

• Solid written and oral communication skills, clarity and accuracy are a must

• Strong attention to detail and able to proofread content

• Above average knowledge of Microsoft Office, especially Word, Excel and Outlook

• Open and receptive to feedback and coaching

Who is Buckingham Strategic Wealth?

Founded in 1994, Buckingham helps individuals, businesses, trusts, nonprofits, retirement plans and medical practice owners achieve their most important goals by creating customized, comprehensive, evidence-based financial plans. Its investment philosophy is rooted in a disciplined, academically based perspective tailored to address each client’s distinct willingness, ability and need to accept market risk. As a registered investment advisory firm, Buckingham operates under a fiduciary obligation to its clients. The firm’s investment approach centers on modern portfolio theory implemented through evidence-based mutual funds and the firm’s fixed-income portfolio design and execution capabilities.

Our commitment to strategic growth provides many opportunities for select candidates to become a part of our dynamic team. The essence of who we are and what we do comes to life through the experience we deliver to our clients every day. As associates, we lean on each other’s experience, learn from each other’s expertise and know that only together will we help our clients achieve great things. If this resonates with you, we invite you to learn more.

Buckingham employs more than 300 associates and has over 25 office locations nationwide. Also part of the Buckingham family is BAM Advisor Services, a turnkey asset manager provider for registered investment advisory firms across the United States. Founded in 1997 as an outgrowth of Buckingham, BAM Advisor Services provides its partner firms, known collectively as The BAM ALLIANCE, with comprehensive wealth management solutions and support. Member firms share a fiduciary pledge to act in their clients’ best interests, helping investors and their families take control of their financial futures. The BAM ALLIANCE community now includes more than 130 likeminded, independent wealth management firms throughout the United States. As of June 30, 2018, Buckingham Strategic Wealth and BAM Advisor Services had combined total assets under management or administration of $33.0 billion.

To apply to this position or other opportunities at Buckingham, visit http://buckinghamadvisor.com/careers/ to be considered for current or future job openings.