The organization is an award-winning and client-centric investment advisory firm. Our clients are families, individuals, and business owners who entrust their wealth management and investing needs to us for our expert advice and personalized attention.

 

Building strong professional and personal relationships with our clients and employees is the key to our steady growth and success. The firm is in the ‘people’ business, and we seek employees who share our passion for delivering service beyond expectations.

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Summary:

The Wealth Advisor will become a crucial part of the team. The ideal candidate will work well in both a self-directed manner and in a collaborative team environment, able to pivot between consultative, administrative, operational and research roles. Important competencies to succeed in this position are honestly, dependability, strong follow-through and excellent work ethic.

 

Essential Job Duties:

• Assemble the deliverables for client review and prospect meetings, including items such as: portfolio performance reports, financial planning materials (become the in-house expert on financial planning), prospect portfolio reviews, and occasional custodial paperwork.

• Collaborate with client account managers to craft investment recommendations for new clients, including in-depth analysis of opportunities that align with clients’ asset allocation, risk tolerance, time horizon, and personal preferences.

• Assist with executing trades in client accounts and monitoring client portfolio allocations using and maintaining portfolio rebalancing software.

• Participate on our investment committee and playing a role in quarterly discussions, with responsibility for executing the firm’s investment philosophy and policies.

• Participate in various quarter-end processing functions (data audits, reporting and billing).

• Provide year-end and tax season support, such as: delivering 1099s, cost basis research, management fee reporting, contribution research, RMD monitoring.

• Deliver high quality client service in a professional, caring, and compliant manner.

• Experience with developing product elements and toolsets

• Experience with lending systems and workflows (Loan origination systems, Loan servicing systems, Portfolio management systems)

• Communicate effectively in person, in writing, and verbally with clients, prospects, and others in the organization.

• Monitor and analyze workflows and seeking ways to optimize and evolve them.

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