Jr. Financial Advisor / ParaPlanner

Almega Wealth Management is seeking a Jr. Financial Advisor / ParaPlanner for its Scottsdale, Arizona office location.

Almega Wealth Management is a fee-only fiduciary Registered Investment Advisor with offices in Scottsdale AZ, Greenville KY, Mount Air NC, and Raleigh NC. We take a holistic approach to wealth management, which includes investment management, advanced planning, and relationship management. We are known for helping already successful families create a life beyond wealth; we provide them with the freedom of the here and now and also help them create an environment for their children and grandchildren to have the opportunity to fail fast and fail forward without entitlement; our clients deserve a financial advisor which emerges as a bold leader enrolling them in a bigger vision of what's possible.

Responsibilities

The primary responsibility of a Jr. Financial Advisor will be to prepare preliminary analysis reports for prospective clients, prepare investment plan proposals, prepare wealth management plans, and prepare advanced financial plans. You will also be responsible for maintaining accurate and up-to-date information within our financial planning software and CRM software.

The Jr. Financial Advisor will also be expected to develop their own book of business organically and from leads provided by Almega Wealth Management. Additionally, the Jr. Financial Advisor will provide support to Almega Wealth Management client service team and solicitors.

Financial Planning Support

Drafting Presentations

Investment Management Analysis

Sales

Client Service

Some travel out of state may be required.

Qualifications

Bachelors of Financial Planning, Certified Financial Planner, Chartered Financial Consultant, or equivalent experience. 75% completion of either CFP or ChFC coursework would be considered equivalent experience.

Experience with financial planning software, preference will be given for experience with Right Capital.

Series 65 or 66, or waiver qualification (i.e., CFP) with clean U4.

Proficient with Microsoft Word, Microsoft Excel

Valid Driver License

Background check and drug test required.

Preference Items

Applicants with an existing book of business that is transferrable to Almega Wealth Management.

Experience using Right Capital

Experience with CEG Worldwide

Experience using Advyzon

Compensation & Benefits

Compensation will be a combination of Salary, Revenue Sharing, and Quarterly Bonus.

Path to partnership is expected.

401k Plan with Company Match

Health, Dental, Vision, & HSA offered

Paid Continuing Education & Conference Attendance