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Wealth Advisor Associate

3 months ago

Richmond, United States SBK Financial Full time
Job Summary

The Associate Advisor is a full-time, entry-level position providing technical support for both the Tax Advisor and Wealth Advisor. Responsibilities include data gathering and input, financial and cash flow modeling, scenario building, presentation creation, and preparation of income tax returns and projections. Working closely with the firm's Advisors, the Associate will develop comprehensive tax and financial planning skills.

Duties and Responsibilities

The Associate Advisor will focus on the following areas:

  • Data Management:
    • Gather, organize, and input client data within a tax and financial planning context.
  • Financial Planning:
    • Prepare detailed client financial plans, including cash flow and retirement analysis, and create presentations for review by Advisors.
  • Deliverable Preparation:
    • Review client agendas and prepare deliverables such as tax projections, performance reports, education funding analysis, social security analysis, and other tax and financial planning schedules for Advisor review.
  • Tax Return Preparation:
    • Prepare individual tax returns on a limited basis and for training purposes.
  • Special Projects:
    • Assist the Operations Team and Advisors with special projects as needed.
Qualifications

The ideal candidate for the Associate Advisor position will have the following qualifications:
  • Educational Background:
    • Bachelor's Degree from an accredited college or university (Accounting or Finance majors preferred).
    • CPA or CFP candidate (preferred).
  • Technical Skills:
    • Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
  • Personal Attributes:
    • Detail-oriented, accurate, and organized, with the ability to set priorities.
    • Strong written and verbal communication skills.
    • Self-starter who takes initiative.
    • Team player, collaborative, and able to work effectively with others.
    • Desire and ability to work successfully in a small company environment.
Salary and Benefits

Pay and benefits are competitive based on industry standards:
  • Salary will be based on experience.
  • Eligible for an annual bonus.
  • Benefits include dental, vision, healthcare, 401(k), and disability insurance.
  • Full financial support for professional accreditation/continuing education requirements and other education/training opportunities.