Wealth Associate

Schneider Downs•Pittsburgh, PA

13d•Hybrid

About The Position

As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success, including: career growth, work-life flexibility, leadership that cares about your ability to succeed, the opportunity to give and receive one-on-one coaching and mentoring, as well as learning opportunities that inspire professional development. Experience them all at Schneider Downs, where we’ve been providing accounting, tax, consulting, business advisory and wealth management services through our team of innovative thought leaders for over 65 years. Start building a career with people motivated to help you succeed—and enjoy more of what counts. Schneider Downs Wealth Management Advisers (SDWMA), an affiliate of Schneider Downs, is a Registered Investment Adviser (RIA) specializing in investment advisory services and personal financial planning for high-net-worth individuals, as well as investment advisory services for retirement plans, including investment menu design and oversight, investment analysis, financial planning, and general education for retirement plan participants (RPS Group). SDWMA is seeking a Wealth Associate to support Senior Wealth Managers in our Personal Financial Services (PFS) Group. In this role, you will help deliver high-quality financial planning services and prepare meeting materials and client-facing deliverables to support a best-in-class client experience.

Requirements

Bachelor’s degree from an accredited college or university
Minimum of three years of experience in private wealth management, with a focus on creating financial plans and preparing client reports
CFP designation or CFP candidacy
Experience with financial planning software (e.g., eMoney, MoneyGuidePro)
Experience with a portfolio management system (e.g., Tamarac)
Experience using a CRM system to manage daily tasks (e.g., Dynamics)
Ability to set priorities and multitask in a fast-paced environment
Excellent written and verbal communication skills
Self-motivated with a demonstrated commitment to professional and educational growth
Strong attention to detail, organization skills, and consistent follow-through
Ability to thrive in a small, collaborative organizational environment

Responsibilities

Prepare financial plans for review by senior team members
Prepare and/or assist with client deliverables, including financial statements, asset allocation analyses, investment policy statements, and investment proposals
Assist with portfolio rebalancing and other investment support activities
Partner with Senior Wealth Managers to respond to client requests in a timely, accurate, and professional manner
Document daily tasks and workflows in the CRM system