Financial Advisor Associate

Financial Advisor Associate

Why Ogorek~

We're different -- NO SALES or conflicts of interest! Ogorek Wealth Management, a nationally-recognized, boutique firm in Williamsville, NY, established in 1987, offers financial planning and investment management services on a fee-only basis. We are dedicated to easing our clients’ financial burdens and keeping them on track to achieve their goals. Learn more about Ogorek at ogorek.com.

Our Associates are apprentices. They support our Senior Advisors in the creation of complex and comprehensive financial projections for our clientele. You will be involved in the client engagement and will be encouraged to grow your knowledge into the Financial Advisor role. Senior Advisors continuously provide mentoring and broad vision direction, but you must take it upon yourself to utilize critical thinking skills, work independently, be a self-starter, and anticipate firm needs and client questions.

Minimum Requirements (education, skills, licenses)~

• Demonstrated passion for the Financial Planning profession.

• Creative thinker and contributor to improving the organization

• Bachelor’s degree from accredited institution, preferably in Financial Planning.

• Strong financial and analytical skills.

• Strong persuasive, interpersonal, and communication skills.

• Ability to identify, meet and follow through with client needs.

• Self-starter, problem solver, and a goal-oriented team player.

• Able to work independently, organized, and strong attention to detail.

• Confidence when dealing with clients and the Senior Advisor.

• Ability to communicate clearly and concise.

Preferred Qualification~

• If you are a CFP® certificant or at least have passed the exam, you're ahead of the pack.

• If you haven’t passed the CFP® exam yet, no worries, but you’ll be expected to start the process within the first 3-6 months after joining our firm.

• Prior experience in the financial services industry is a plus.

Responsibilities & purpose of this job~

• Deeply learn our financial planning, CRM and tax planning software. You’ll do much of the data entry for financial plans for our clients.

• Manage a number of open requests at once and have the flexibility to manage shifting priorities.

• Responsibility for account maintenance with custodian Charles Schwab Institutional.

• Help on special projects, like Excel analysis and research.

• Process client money movement requests and transferring assets into or out of the custodian.

• Prepare paperwork for new accounts and changes in client circumstances (i.e. beneficiaries, address, etc.) as well as explaining to clients and securing their signatures.

• Set-up and maintenance of accounts and client contact information using portfolio accounting and CRM software systems.

• Transition to a Financial Advisor within a few years, depending on how quickly you can learn and advance. The career path is there and waiting for you. Your success is up to you.

We offer a competitive salary and benefits package, including health insurance, long term disability insurance and 401(k) plan.

We use the Topgrading methodology for collecting information from our applicants. For those interested in applying for the position, please proceed by logging in to Ogorek.com and complete a Career History form. Although this can take up to 45 minutes to complete based on your work history, it allows us to quickly identify outstanding candidates.

Job Type: Full-time Salary: $40,000.00 /year