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Associate Advisor

2 months ago

Centennial, United States Core Wealth Management Full time

Core Wealth Management, a boutique financial planning and investment firm located in Centennial, CO, is seeking an Associate Advisor / Paraplanner to join our team. We are a financial planning firm that has client service as our #1 priority, and we are looking for someone with the same mindset to join us. You will be working with our team under the direction of our Lead Advisor. Our clients are primarily high net worth individuals and families with 10% from the LGBTQ community. To learn more about the firm, please visit our website: corewealthmgt.com


Salary & Benefits:

  • Starting salary of $80,000 to $100,000 per year, based on experience
  • Health insurance
  • 401(k)
  • Vacation/PTO
  • This is mainly an in-office position, but there is some flexibility on partial remote work
  • Learning opportunities
  • Great working environment with professional growth opportunities
  • Healthy work-life balance is a priority to us, and we want it to be a priority for you too


Responsibilities:

  • Respond to client requests quickly and professionally, problem solving for financial planning issues
  • Prep for client meetings and track follow up tasks
  • Data input and analysis in eMoney Financial Planning software
  • Assist in the maintenance of the firm document management system and CRM - Wealthbox
  • Prepare preliminary financial plans and client reviews under the direction of Lead Advisor
  • Coordinate with Client Service Associate to ensure data and document requests are fulfilled
  • Assist in onboarding new clients through our intake process
  • Analyze tax returns in Holistiplan
  • Assist with developing new processes with the team


Requirements:

  • 2 years of experience in a financial advisory firm
  • Series 7, or the ability to obtain
  • FPQP or CFP not required, but would be a plus
  • Understanding of financial planning ideas and concepts
  • Tech-savvy with the ability to learn to navigate various web-based platforms
  • Positive, energetic, friendly, and client service-oriented
  • Detail-oriented and organized
  • Ability to work independently, manage your time well, and problem-solve issues
  • Ability to follow/interpret procedures and see tasks and projects through to completion
  • NOT required but a plus – experience with our systems/software: eMoney, Wealthbox, Holistiplan, Morningstar, Nitrogen/Riskalyze, Zoom


Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

We are an Equal Opportunity Employer.