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Senior Wealth Advisor

4 weeks ago

Grand Junction, United States DWC CPAs and Advisors Full time
Join Our Team and Unleash Your Potential

DWC CPAs and Advisors is on the lookout for passionate and talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm. We are actively seeking individuals who aspire to grow both personally and professionally and are dedicated to making a positive impact on our team, clients, and communities.

Senior Wealth Advisor

Compensation:

Pay: From $115,000 to $175,000 per year (based on experience)

Position Type: Full-Time Exempt

In compliance with the Colorado Equal Pay Act, Compensation Differentials for this position are based on education, experience, training, and geographic location, as well as DWC's seniority and merit systems.

Job Responsibilities:
  • Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
  • Deliver exceptional "Wow Service" to clients, resulting in direct referrals.
  • Analyze financial information from clients to develop strategies and recommend products that meet their financial objectives.
  • Demonstrate confidence and professionalism with clients, prospects, and Centers of Influence (COIs).
  • Schedule and conduct client meetings with clear, precise deliverables, both online and in-person.
  • Proactively address client needs, managing expectations with team support.
  • Exercise discretionary authority in making investment decisions and portfolio management.
  • Handle complex client needs with expertise and precision.
  • Prepare detailed financial planning deliverables with attention to detail.
  • Collaborate with the team to complete all wealth advisory tasks.
  • Utilize MoneyGuidePro to develop comprehensive financial plans and recommendations.
  • Manage administrative duties, including scheduling meetings, preparing documentation, and maintaining client records.
  • Ensure compliance with relevant laws and regulations, assisting in compliance report preparation.
  • Build and maintain a robust networking group and develop ongoing relationships with new and relevant COIs.
  • Actively build relationships with fellow firm professionals and train them on wealth advisory aspects.
  • Maintain a social presence in the community through volunteering or joining charitable organizations.
  • Keep the team aligned with the firm's strategic initiatives, creating clear guidelines for timelines and workload management.
  • Follow firm processes and procedures for servicing clients and prospecting future clients.
  • Supervise and mentor the Associate Wealth Advisor, providing feedback, training, and career guidance.
What We're Looking For:
  • Bachelor's degree in finance, economics, business administration or related field is required.
  • Following designations are preferred but not required: CERTIFIED FINANCIAL PLANNER™ (CFP®); Certified Public Accountant, Personal Financial Specialist (CPA, PFS); Certified Financial Analyst (CFA).
  • 3-5 years of experience as a Senior Wealth Advisor, Senior Financial Advisor or related position is preferred.
  • Team player with a high degree of self-confidence.
  • Ability to manage multiple tasks with competing deadlines.
  • Ability to function well in a high-paced and at times stressful environment.
  • High level of integrity and the ability to keep information confidential.
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial future
Why Join Us:

DWC is about YOU. YOU inspire us. YOU motivate us. YOU move us.

Make YOUR Connections. Live YOUR Experiences. Find YOUR Purpose. Come Thrive With US

Benefits:
  • Competitive pay
  • Medical, dental, & vision
  • 401k plan with employer match
  • Health Savings Account (HSA) with employer contribution
  • Limited Flexible Spending Account (FSA) and Dependent Care FSA with employer match
  • Generous Paid Time Off (PTO) and PTO advance on first day
  • Paid holidays
  • Professional development support

Learn more about how we take care of our team on our Careers Page:

About Us:

At DWC, we cherish our team members and appreciate their dedication to each other, our clients, and the communities we serve. We firmly believe in taking care of our employees by offering competitive living wages, comprehensive benefits, and various other gestures that demonstrate our genuine appreciation and concern for your overall well-being, both in your successful career and your family/home-life. Your personal success is significant, and we are here to support you every step of the way.