Associate Advisor II/III

2 months ago

Chandler, United States Ironwood Wealth Management, LLC. Full time

Job Summary

The Associate Advisor II/III provides crucial support to wealth advisors, acting as a bridge between advisors and support staff to ensure the utmost in client service excellence. This role demands a deep understanding of the financial industry and a strong commitment to contributing to a team dedicated to delivering comprehensive client solutions. Key responsibilities encompass data gathering, financial modeling, case design, scenario analysis, plan development, presentation preparation, and meeting with Foundations/Legacy client base. The ideal candidate will demonstrate dedication, goal orientation, and thrive in both independent and collaborative settings, motivated by the opportunity to advance into a wealth advisor role.


Duties and Responsibilities


The Associate Advisor II/III can expect to focus in the following areas:

  • Gather, organize, and synthesize client data within a financial planning context.
  • Prepare and update Client Planning Summaries (CPS) and Cash Snapshots.
  • Draft and update financial plans, prepare planner meetings, and determine planning recommendations with limited oversight from Lead Advisors.
  • Model and resolve client scenarios and questions with limited help from Lead Advisors.
  • Prepare financial scenarios and presentations for client meetings.
  • Lead all assigned Foundations/Legacy client meetings and actively participate in wealth advisor meetings by taking notes and contributing relevant talking points.
  • Ensure accounts in CRM are accurate, up-to-date, and reflect the correct account type.
  • Assist clients with eMoney navigation and other online resources independently.
  • Build deeper relationships with clients through work-related touchpoints, meeting presence, and understanding their unique financial situations.
  • Maintain accurate money links, beneficiaries, POAs, and RMDs in CRM.
  • Maintain prompt communication with clients and advisors, aiming to respond within 24-48 hours.
  • Take initiative to improve the Associate Advisor role and enhance efficiency in client service, while actively pursuing opportunities to market and build a client base.



Desired Skills and Experience

The Associate Advisor II/III position typically requires the following qualifications:

  • 3+ years of experience in an Associate Advisor or Advisor role
  • Bachelor’s Degree from an accredited college or university required
  • Series 63/65 or 66 required
  • Preferred possession of a CHFC® or CFP® certification for the Associate Advisor II position; however, CFP® certification is required for the Associate Advisor III position. Candidates without CFP® certification must commit to obtaining it within one year of employment.
  • Proven track record of preparing meetings for lead advisors
  • Possess proficient knowledge of accounts, types, and tax treatments, along with a basic understanding and ability to explain financial markets and current economic environments and events.
  • Proficient knowledge of financial topics (insurance, tax, risk, investments, cash flow, Monte Carlos, estate planning, employer benefits, planning strategies)
  • Experience with client service required
  • Ability to use and read risk assessment and results
  • Familiarity with Schwab and Fidelity platforms
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software, and eMoney
  • Detail-oriented, accurate, organized, able to set priorities
  • Strong written and verbal communication skills
  • Self-starter, takes initiative
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment


Salary and Benefits

Pay/benefits are competitive based on industry standards.

  • Base Salary $55k-$90k per year plus bonuses, depending on experience
  • Benefits include 100% premium coverage for employees who are active and participate on the company health plan, 401(k) retirement plan with employer contributions, HSA with annual employer contribution as well as dental, vision, and disability through Ironwood’s payroll company, and paid parental leave
  • Unlimited Paid time off and 11 paid holidays
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities.


Ironwood Wealth Management is an Equal Opportunity Employer

About Us


Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their "Nest Egg" into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients.

We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans, portfolio management and tax planning.

We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.

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