Associate Wealth Advisor

CBIZ•Cleveland, OH

20d•Onsite

About The Position

CBIZ seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Associate Wealth Advisors provide a high level and broad range of technical and client management support and assist in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance.

Requirements

High School diploma or GED required
3 years of experience in related field
Achieve professional certifications relative to area of expertise, must have and preserve required licenses
Must be able to work in a team environment
Presentation skills mandatory
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business needs

Nice To Haves

0-5 years of relevant work experience
Bachelor’s Degree
Series 65, equivalent licenses or designations/certifications that permit an individual to act as an Investment Advisor Representative, or obtain the Series 65 within 90-120 days of hiring
Look to pursue one of the following designations once eligible: CPA, PFS, CFP, or CFA
An interest in and a desire to develop an understanding of investments and investment philosophy
A desire to obtain an understanding of matters related to income, gift, and estate taxes, employee benefits, insurance, and personal and philanthropic wealth transfer strategies
Strong interpersonal, written and verbal communication skills to convey complex financial concepts in a clear and client-friendly manner
Analytical expertise, attention to detail, and self-initiated follow-through
Commitment to serving as a fiduciary for every CBIZ client

Responsibilities

Working closely with a managing wealth advisor leading relationships with individuals, families and higher net worth clients by providing high touch comprehensive wealth management services
Constructing and ultimately overseeing all aspects of managing multiple client relationships, including; Portfolio review and construction
Complex analysis and research related to financial, estate, income tax, and investment planning
Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients
Documenting meetings, recommendations and action plans
Overseeing implementation of agreed upon recommendations
Coordination with other professionals supporting the client’s financial plans (e.g. estate planning, tax preparation, insurance)
Ongoing monitoring and management of the client’s wealth management plan
Coordinating and actively participating in client meetings
Further developing an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company’s approved investment strategies
Communicating the full range of the Company’s services and capabilities to clients and prospective clients