Wealth Management Associate

3 weeks ago

Reston, Virginia, United States CogentBlue Wealth Full time

About CogentBlue Wealth

We're a financial services company built on trust, experience, and meaningful relationships. Our approach is centered around getting to know our clients personally to guide them through their financial journey with care and understanding.

With over $600M in assets for 125 clients worldwide, we act as their Private CFO, providing tax-smart planning and investing strategies to help them retain more of what they earn for the long term. Our clients value responsible stewardship over unnecessary risk or excess consumption.

About the Role

We're looking for an Associate Advisor to join our team. The ideal candidate is a motivated individual starting their CFP studies or has passed the exam and is working toward their credential. This role offers exceptional learning opportunities while collaborating with a small but dynamic advisory team.

The Associate Advisor will focus on data gathering and analysis, develop financial planning recommendations, and implement portfolio management strategies. They will provide excellent client service and support as they grow into a lead role on assigned client relationships.

Key Responsibilities:

  • Client relationship management, including ongoing and regular client contact and communication.
  • Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance, and reporting.
  • Support new client onboarding by gathering data, following up on documents, and supporting account opening processes.
  • Comprehensive financial planning, including coordination of asset management, estate planning, and risk management.
  • Client asset management, including coordination of complete financial planning and wealth management.

Requirements:

  • 3+ years of experience in financial services or a related program.
  • Bachelor's degree in a relevant field; emphasis in Financial Planning preferred.
  • Series 65 is preferred and required within the first year of employment.
  • Strong analytical and problem-solving skills with a proven ability to make sound decisions based on data and experience.
  • Excellent written and oral communication skills, along with strong listening skills.
  • Passion for helping people and taking pride in guiding them through their financial issues and finding the best solutions to meet their needs.
  • Team player mentality, with a proactive attitude and a willingness to dig in and contribute to our clients' success.

What We Offer:

The Associate Advisor role is a full-time, W-2 position with total compensation ranging from $75K to $90K, based on experience and credentials. Additional benefits include a medical allowance, a cash balance plan and 401(k) with profit sharing, wellness initiatives, paid and volunteer time off, and ongoing growth opportunities.

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