Associate Wealth Advisor

Platform Accounting Group • Goleta, CA

73d

About The Position

Due to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage client relationships and actively participate in the advanced planning process to address investing, retirement, estate planning and tax planning. The Associate Wealth Advisor is an integral member of the team responsible for helping to deliver an outstanding client experience.

Requirements

• 1+ years of financial services experience.
• Core knowledge of financial industry, financial products, and financial planning concepts.
• Bachelor's Degree.
• Series 65 is required within 120 days of employment.
• Clean U4.
• Progress towards, ambition to attain CFP® preferred, other financial certifications/licensing helpful.
• Well-developed interpersonal and communication skills, able to build trusted relationships and communicate with various personality types and levels of expertise.
• Strong attention to detail and accuracy.
• Experience with Redtail CRM, Schwab, and/or MoneyGuide Planning Software a plus.
• Self-motivated with the ability to work independently.
• Coachable, resourceful, and team player are some of your attributes.
• Must be able to prioritize, follow up on tasks, and hold self-accountable to deadlines.

Nice To Haves

• Progress towards, ambition to attain CFP® preferred.
• Experience with Redtail CRM, Schwab, and/or MoneyGuide Planning Software a plus.

Responsibilities

• Learn and master investment philosophy and evidence-based investing.
• Assist the consulting process through the preparation and follow-up of each step of the client experience and actively participate in client meetings.
• Create and update financial plans using MoneyGuide Planning Software.
• Support day-to-day client needs and collaborate with team members.
• Manage client onboarding process, schedule client meetings, and prepare all documents for ongoing client reviews.
• Maintain Redtail CRM by updating notes and contact information.
• Provide operational support.
• Interact with back-office support to facilitate completion of forms and account creation.

Benefits

• Opportunity for advancement within a rapidly growing professional services firm.
• Ongoing informal and formal training and development.
• Competitive compensation.
• 401(k) and medical benefits.
• Firm sponsored continuing education.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees