Wealth Advisor Associate

1 week ago

MO United States BUCKINGHAM STRATEGIC WEALTH LLC Full time
Job Description

Buckingham Strategic Wealth LLC is seeking a highly skilled Wealth Advisor Associate to join our team. As a key member of our planning-centric team, you will collaborate with experienced Wealth Advisors to design, build, and protect the financial dreams of our clients.

Key Responsibilities:

  • Develop a deep understanding of Buckingham's evidence-based investment philosophy and apply it to create personalized investment strategies for clients.
  • Partner with Wealth Advisors to care for client relationships, actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations.
  • Manage client information and requests, serving as a resource to articulate our investment philosophy and organize best practices.
  • Collaborate with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, and other investment decisions.
  • Develop an understanding of the fundamentals of trading and determine asset allocation based on clients' needs, willingness, and ability to take risk.
  • Record client communication and information within our client relationship management platform.
  • Serve as the day-to-day contact for client needs, collaborating with team members to ensure exceptional service.
  • Assist with client billing reviews and collaborate with the billing department to ensure timely fee collection.
  • Engage in business planning efforts and actively support the firm's strategic priorities.

Requirements:

  • Bachelor's Degree
  • 4+ years of direct financial planning experience
  • Series 65 required
  • Strong interpersonal communication skills and a team-oriented approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Clean U4
  • CFP, CFA, or CPA/PFS preferred

Buckingham's Compensation and Benefits:

This is a salaried position with an opportunity for an annual bonus and long-term incentives, as well as a competitive benefits package. Buckingham pays up to 100% of an associate's medical and dental insurance premiums, life, long-term disability, and accidental death insurance policies. We offer 12 weeks of paid maternity, paternity, and medical leave, empowered Paid Time Off, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts, and more.

About Buckingham Wealth Partners:

Buckingham Wealth Partners is a leading Registered Investment Advisor (RIA) firm with a nationwide presence. We deliver wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. Our firm is committed to diversity, equity, and inclusion, and we believe that our associates are critical to our core 'Passion To Do Right' and our collective success.

Awards and Accolades:

  • Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
  • Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
  • Top RIA Firms, Forbes, 2022
  • Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017
  • Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
  • Top Registered Investment Advisers, Financial Times, 2020, 2019
  • Top Grower in Missouri in 2022, Citywire RIA
  • No. 6 on RIA Channel's 2021 Top 100 Wealth Managers List

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