Associate Wealth Advisor
About The Position
The Associate Advisor is responsible for assisting the Advisor Team in managing existing client relationships and supporting their business development efforts. This position formulates and implements advice but also relies on technical specialists to develop recommendations within an individual specialist’s area of expertise. Responsibilities also include monitoring service level data gathering, modeling, case design, scenario building, plan development and presentation development. Petersen Hastings Wealth Advisors is a high-energy, collaborative team, with a mentoring culture that focuses on excellence, integrity, and servicing our clients to the best of our ability. If you have a desire to grow in the financial services industry, enjoy being incentivized for exceptional work, and thrive on exceeding the financial needs and goals of our clients, apply today!
Requirements
- Bachelor’s degree in business administration, finance, or related field. Alternative fields of study will be considered.
- Series 65/66 certification or willingness to successfully complete within 180 days of hire.
- Proficient in mathematical concepts and calculations; solid finance fundamentals.
- Excellent research, problem-solving abilities, and critical thinking.
- Detail-oriented with a high degree of accuracy.
- Excellent communication and listening skills.
- A Client-first attitude.
- A Team player, collaborative, able to work with and through others.
- Flexible, self-motivated, and an effective time manager.
- Possesses unquestionable integrity.
- Highly proficient in Office 365.
- Willingness and capability to travel: work outside the scope of normal business hours as needed.
- Committed to strong values and upholding the highest ethical behavior.
- Adhere to strict standard for confidentiality and discretion of all client information.
- Ability to project a professional image of her/himself and Petersen Hastings to clients, prospects, and other third parties.
- Work well under pressure and willing to contribute to the wider strategic picture.
- Capable of developing partnerships with internal departments and external organizations with clarity, flexibility, and sensitivity.
- Collaborative, able to work with and through others.
Nice To Haves
- Experience and industry designation(s) such as the following: CRPC, CFP, AIF, is desired.
- Spanish speaking desired.
Responsibilities
- Assist in the gathering and organizing of client data necessary to develop a financial plan: client financial statements, tax returns, estate planning documents.
- Utilize various financial analysis programs for the Advisor Teams. Perform review of output for completeness and accuracy.
- Perform a wide range of financial planning duties for both new and existing clients, including retirement modeling, risk management/insurance analysis, educational modeling, estate reviews, tax reviews, and other applicable financial planning topics.
- May attend client meetings in a technical, supporting and learning role.
- Support advisors in managing client service delivery by preparing agendas, organizing plans, anticipating and scheduling client review meetings, and providing appropriate follow-up.
- Participate in portfolio review/monitoring process and work in collaboration with investment team to manage portfolio allocations cash flow, tax issues, etc. associated with client portfolios.
- Compose and generate correspondence and client documents, including spreadsheets and reports.
- Provide support to advisers on research for tasks, clients, and other areas as required.
Benefits
- Mentoring culture
- Incentivized for exceptional work
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
