Associate Wealth Advisor

Anders • St. Louis, MO

2d • $70,000 - $80,000 • Hybrid

About The Position

Claris Advisors (Anders Affiliate) is seeking an Associate Wealth Advisor who is motivated to learn, excited to collaborate and passionate about delivering outstanding results. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential.
In this role, you will be responsible for serving growing client needs by assisting Senior Advisors, facilitating client cash management, and executing portfolio trades. You will also assist in portfolio analysis and Monte Carlo report preparation. You will be responsible for comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives. In addition, you will be responsible for developing and managing your own client relationships.

Requirements

• Excellent written and verbal communication skills.
• Expert attention to detail.
• Strong organizational and time-management skills.
• Ability to work independently or as a team.
• Knowledge of financial industry, financial products, and financial planning concepts.
• Ability to work efficiently in a fast-paced environment, meet deadlines and adapt to team needs.
• Ability to empathize with clients' financial situations and goals to help build trust and rapport.
• Strong problem-solving skills to analyze financial data, identify challenges or opportunities, and develop creative solutions to meet clients' objectives.
• Ability to display ethical integrity to prioritize clients' interests, disclose potential conflicts of interest, and adhere to regulatory compliance requirements.
• Bachelor’s degree
• 2+ years of financial services experience
• Obtain Series 65 license or equivalent within 120 days of employment if not already obtained
• A clean U4

Responsibilities

• Manage and execute both direct portfolio trading and indirect third-party portfolio trading.
• Develop and implement new client portfolios, assisting Senior Advisors where necessary.
• Facilitate and conduct cash management reviews, including report generation, meeting coordination, and trade execution.
• Conduct client reviews and build strong client relationships through the delivery of exceptional service and advice.
• Assist Senior Advisors with the daily management of client portfolios, wealth analysis, new client onboarding, and client/prospect review preparation.
• Conduct comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives.
• Develop personalized wealth management plans tailored to each client's individual needs, considering factors such as income, expenses, assets, liabilities, and time horizon.
• Provide strategic advice on investment opportunities, asset allocation, portfolio diversification, and wealth preservation strategies.
• Develops mastery of Claris Advisors investment philosophy.
• Mastery of technology stack offered, including CRM system and custodian websites.

Benefits

• From professional development opportunities to benefits that directly impact mental, physical and financial wellness, Anders offers unique incentives that enrich your life and facilitate growth, including our Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level