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Associate Wealth Advisor

4 months ago

Goleta, United States Platform Accounting Full time

Due to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage client relationships and actively participate in the advanced planning process to address investing, retirement, estate planning and tax planning. The Associate Wealth Advisor is an integral member of the team responsible for helping to deliver an outstanding client experience.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 28 offices in 11 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

  • Learn and master investment philosophy and evidence-based investing.
  • Assist the consulting process through the preparation and follow-up of each step of the client experience and actively participate in client meetings
  • Create and update financial plans using MoneyGuide Planning Software
  • Support day-to-day client needs and collaborates with team members
  • Manage client onboarding process, schedule client meetings, and prepare all documents for on-going client reviews
  • Maintain Redtail CRM by updating notes and contact information
  • Provide operational support
  • Interact with back-office support to facilitate completion of forms and account creation
What we look for:
  • 1+ years of financial services experience
  • Core knowledge of financial industry, financial products, and financial planning concepts
  • Bachelor's Degree
  • Series 65 is required within 120 days of employment.
  • Clean U4
  • Progress towards, ambition to attain CFP® preferred, other financial certifications/licensing helpful
    • Tuition Reimbursement Program Offered
  • Well-developed interpersonal and communication skills, able to build trusted relationships and communicate with various personality types and levels of expertise.
  • Strong attention to detail and accuracy
  • Experience with Redtail CRM, Schwab, and/or MoneyGuide Planning Software a plus
  • Self-motivated with the ability to work independently
  • Coachable, resourceful, and team player are some of your attributes
  • Must be able to prioritize, follow up on tasks, and hold self-accountable to deadlines
What we offer:
  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education