Wealth Management Associate
4 days ago
Farther LLC is a rapidly growing Registered Investment Advisor (RIA) that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.
Job SummaryWe are seeking a highly skilled Client Experience Associate to join our WealthFactor team. As a key member of our team, you will be responsible for providing exceptional client service, supporting our financial planning process, and ensuring compliance with regulatory requirements.
Key Responsibilities- Documentation and Compliance: Prepare and maintain accurate and up-to-date client files, facilitate the completion of forms and electronic processes with clients and our custodians.
- Black Diamond Portfolio Accounting and Reporting: Support the maintenance of our systems, data, and reports.
- Financial Planning Support: Collaborate with our team of experts and planners, keeping good organized records for our prospects and clients.
- Client Interaction: Participate in client communications, focusing on understanding the client, their situation, and the actionable items that come out of those interactions.
- Meeting Support: Organize and prepare responses for client inquiries and provide support during meetings.
- Compliance: Ensure compliance with regulatory requirements and internal policies.
- 5+ years of experience working for a fee-only independent RIA.
- 5+ years of experience working with Schwab and/or Fidelity.
- 5+ years of experience with Black Diamond.
- Proficiency with G-Suite is required.
- Bachelor's degree in Finance, Business, or related field (preferred).
- Certified Financial Planner (CFP) Certification (a plus).
- Exceptional attention to detail.
- Strong ability to manage and track diverse tasks, involving multiple stakeholders, through to completion.
- Strong electronic and verbal communication skills.
- Collaborative mindset with the ability to work effectively within a team environment.
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Wealth Management Associate
1 week ago
Lake Oswego, Oregon, United States Farther LLC Full time{"title": "Client Experience Associate", "description": "Farther LLC: A Leader in Wealth ManagementFarther LLC is a rapidly growing Registered Investment Advisor (RIA) that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.Our team of innovators and entrepreneurs is passionate about...
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