Associate Wealth Advisor
3 weeks ago
The Colony Group is seeking a highly motivated and qualified individual to join our team as an Associate Wealth Advisor. This role is ideal for someone who is passionate about providing exceptional client service and has a strong understanding of financial planning and investments.
Key Responsibilities- Develop and implement comprehensive financial planning solutions for clients, utilizing advanced research and financial analysis skills.
- Assist clients and the wealth management team with client service and compliance tasks, ensuring seamless communication and follow-up actions.
- Develop a deep understanding of investments, taxation, and estate planning, as well as the company's investment strategies, utilizing financial planning software to collaborate on comprehensive financial strategies.
- Communicate effectively with clients in meetings, presentations, and ongoing client-relationship management.
- Coordinate the management of client portfolios with the investment professionals of the firm.
- Learn the full range of the company's services and capabilities offered to clients and prospective clients.
- Identify new business opportunities and assist in the closing process.
- Bachelor's degree in business, finance, or a related field, or an equivalent amount of education and/or work experience.
- Understanding of financial planning and investments.
- Two+ years of relevant work experience.
- Strong analytical skills, notable attention to detail, and self-initiated follow-through.
- Candidates with, or working towards, a CFP, CPA, JD, or MST.
- Experience serving high net worth clients.
- Experience with eMoney.
This is a non-exempt position with a salary range of $70-80k. The successful candidate will be expected to become eligible as an IAR (Investment Advisor Representative) no later than six months from the commencement of employment or as otherwise required by the employer.
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