Associate Financial Advisor

Our client is a mission-driven financial planning practice who is looking for an Associate Financial Advisor (AFA). When we say this business owner is the best of the best, we are not exaggerating! Her team has a long tenure and care deeply about the clients and community they serve.

In this role, you’ll play a pivotal part in ensuring the smooth operation of the fast-paced office. The AFA will be responsible for proactive client meeting preparation and follow-up, embodying the down-to-earth culture with a focus on quality and accountability.

Responsibilities

• Prepare agendas, recommendations, and supporting materials for client meetings.
• Facilitate meeting wrap-up, including implementing action items, processing new business, and executing trades.
• Manage Financial Planning processes and preparation within the practice.
• Provide investment analysis and recommendations utilizing our model portfolios.
• Conduct Cash Flow Assessment analysis.
• Communicate recommendations to Financial Advisor for client meetings and e-mail check-ins.
• Prepare reports and materials for client meetings, both in-person and virtual.
• Obtain, track, and analyze client data.
• Attend to client requests promptly, replying within 24 business hours.
• Track and coordinate updates of information within our CRM system.

Expectations

• Detail-oriented with excellent time management skills.
• Excellent organizational skills.
• Clear communication with team members.
• Expertise in financial planning advice.
• Ability to develop and maintain written systems and processes.
• Quick learner who communicates needs for additional help or training.
• Ability to anticipate outcomes.
• Track personal ongoing and ad hoc tasks.
• Ability to work independently and be a self-starter.
• Proactive approach towards servicing clients.

Requirements

• 3+ years of experience in the industry
• CFP® certification
• Excellent organizational and time management skills.
• Strong work ethic.
• Ability to be flexible and adapt to new situations.
• Extraordinary client service orientation.
• Ability to handle multiple tasks and operate on tight deadlines.

Technical Experience (a plus)

• Redtail CRM
• eMoney
• Slack
• Schwab Advisor Center
• Morningstar Office and TRX
• Pulse 360
• Knudge
• Monarch Money
• YourStake

Compensation

• $90-110k base + $5-10k
• Health Insurance
• Life and Disability Insurance
• Matching Loan 529, 401k
• Dependent Care Monthly
• Unlimited PTO
• Sabbatical at 5 years