Wealth Management Associate

4 weeks ago


Mountain View, California, United States Wealth Architects Full time
Job Title: Associate Wealth Architect

At Wealth Architects, we are seeking a highly motivated and detail-oriented Associate Wealth Architect to join our team. As a key member of our advisory team, you will play a critical role in supporting our Wealth Architects and clients in wealth management and financial planning.

Key Responsibilities:
  • Support the advisory team in managing client relationships and providing exceptional service.
  • Assist in gathering data, creating drafts for family goals and priorities, and developing financial plans.
  • Conduct account mapping and financial model drafting, as well as perform special request analyses for clients.
  • Prepare materials for client meetings, work with team members to ensure thorough preparation, and attend client meetings to take detailed notes.
  • Ensure clients have Investment Policy Statements and work with Wealth Architects and the Investment Department to put IPSs in place and keep them current.
  • Review daily transaction summaries, since inception reports, and quarterly reports for assigned client relationships.
  • Communicate with the Client Services team on account administration and interact with other professional advisors to facilitate client-planning work.
  • Assist with special projects and contribute to the training and development of fellow Associate Wealth Architects.
Requirements:
  • Bachelor's degree in business, accounting, finance, economics, or a related field.
  • 0-5 years of experience in the financial-services industry, preferably with an independent registered advisory firm.
  • Series 65 license preferred; pursuing or willing to pursue CFP, CFA, EA, JD, Masters, or PhD.
  • Proficiency in Microsoft Office programs and experience with CRM, document management, and portfolio management software.
What We Offer:
  • A dynamic and entrepreneurial work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.


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