Associate Wealth Advisor

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

As an associate you’ll be a part of our collaborative and service-oriented culture that includes ongoing feedback and development programs including mentoring, volunteer opportunities, leadership opportunities and more.

Essential Duties and Responsibilities

• Develops a mastery of Buckingham investment philosophy and evidence-based investing

• Creates a personalized Investment Policy Statement and holistic strategy for each client

• Facilitates the consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings

• Monitors the clients’ asset allocation, rebalancing of portfolios, trade recommendations and submissions

• Tax loss harvesting recommendations and execution

• Diligent recording of client communication

• Wealth analysis input (including client/scenario-based simulations)

• Serves day-to-day client needs and collaborates with team members to ensure the highest level of service

Additional Responsibilities

• Manages client onboarding process

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

• Actively participates in business development efforts

• Engages in business planning efforts and actively supports firm’s strategic priorities

Desired Skills and Experience

Education and/or Work Experience

• 8+ years of direct client-facing experience

• College Degree

• Professional Certifications; CFP, CFA or CPA/ PFS preferred

• Series 65 within 90 days of employment

Other Qualifications

• Team player and collaborative; uses the resources of the firm

• Well-developed interpersonal and communication skills – able to build trusted relationships

• High personal standards and sound judgment

• Ability to think critically and to process complex financial scenarios

• Strong attention to detail and accuracy

• Strong time management skills – ability to multi-task and manage deadlines

• 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.

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.

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.

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