Associate Wealth Advisor

2 weeks ago

Gilbert, United States Carson Wealth Gilbert Full time

**Overview**:
The Associate Wealth Advisor position is an essential member of our team. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will have a strong desire to develop the essential communication, technical and social skills to support the client relationships of the firm. The individual will prepare and make recommendations for client financial plans, investments, and portfolio allocations as well as work directly with clients independently.

**Responsibilities**:

- Develop effective communication skills with clients, centers of influence, industry contacts and team members
- Learn and develop mastery in financial software programs: Salesforce FSC, Orion, MoneyGuide, Holistiplan, Digital Allocation Tool, etc.
- Attend and support client meetings, as directed
- Enter post-meeting notes into Client Review object in Salesforce FSC
- Leads Intro Calls to Qualify Prospective Clients
- Enter and analyze data within our Financial software program
- Create custom reports within our Financial software programs
- Prepare and make recommendations on Financial Plans and portfolio allocations
- Works directly with clients and smaller client accounts independently
- Participate in training and continuing education requirements.
- Attend firm events

**Requirements**:
Active Series 65 license

Clean U-4 and U-5 history
- Computer literacy and aptitude for learning new programs and processes
- Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required
- Knowledge of Financial Industry programs (Salesforce, Orion, MoneyGuide, etc.), preferred
- Excellent interpersonal & communication skills
- Excellent attitude and an extraordinary client service orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- Ability to handle multiple tasks and priorities with precision
- Self-motivation and a desire for growth
- Ability to take direction and a desire to support all team members

Pay: From $65,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Paid time off

Weekly schedule:

- Monday to Friday

Work setting:

- In-person
- Office

Work Location: In person

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