Full Time - Associate Advisor (Williamsburg, Virginia)

GROWING FEE-ONLY FIRM

Our team of credentialed professionals (NAPFA Registered, CFP®, RLP®, CKA®) understand the needs of high-net-worth individuals and families. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning, and other complex financial issues. Our focus is on our clients' financial goals, so they can focus on creating the quality of life that reflects their deepest values.

RESPONSIBILITIES WE'LL TRUST YOU WITH

Support the firm's owners (lead advisors) directly in managing existing and new client relationships. Assist in various projects including portfolio reviews and preparing financial plans and retirement projections. Talk and coordinate with clients over the phone, via email, and in-person professionally and respectfully. Involvement in all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy Statements, asset allocations as well as post- client meeting tasks such as developing meeting notes, performing financial situation analyses, and coordinating planning implementation with outside professionals when necessary. Assist with trading and rebalancing of client portfolios. Assist in preparation of business documents as necessary; policies, procedures, and other actions determined necessary for good business. Maintain high ethical standards. Begin managing client relationships with utmost privacy and confidentiality. Present yourself in a professional, well-mannered way that reflects positively on the firm, its owners, and our clients in the community.

QUALIFICATIONS

B.A. or B.S. degree (spring graduation 2021 acceptable) and completion of an accredited CFP Board registered financial planning program

2+ years of experience or prior internship(s)

CFP® certification or within 2 years of employment

Series 65 within 1 year of employment

Strong math, financial, and analytical skills

Willing to relocate to Southeastern Virginia

Understanding of a Christian worldview. Possess high emotional intelligence and excellent verbal and written communication skills. Ability to identify, meet, and follow through with client needs and requirements. Must be a self¬ starter, problem solver, and goal-oriented team player. Be organized, with a great attention to detail. Possess a high sense of accountability. Candidate will be able to work independently and will demonstrate initiative in becoming familiar with client needs and advancing their own technical financial planning knowledge and skills.

THE PERKS

Competitive salary and career track available. Retirement plan with match. Professional development budget for continuing education, conferences, and training. Paid professional dues. Mentorship from experienced advisors. Straightforward, professional, and enjoyable work environment. Generous allowance of vacation days and flex time.

Joss Brown Wealth Advisors

www.jossbrown.com

Send resumes to: info@jossbrown.com