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Investment Advisory Associate

2 months ago

Newport Beach, California, United States Compak Asset Management Full time

Compak Asset Management provides comprehensive wealth management services tailored to meet the unique needs of its clients. The firm's core mission is to enrich the lives of its clients through personalized financial solutions.

As a result of expanding operations, Compak is seeking to add a dedicated professional to the role of Wealth Management Associate.

Key Responsibilities:

Client Engagement:

  • Deliver exceptional service to foster client referrals.
  • Demonstrate confidence when interacting with clients, prospects, and centers of influence.
  • Prepare for and lead client meetings, ensuring clarity and precision in deliverables.
  • Proactively address client needs and manage expectations with team support.
  • Develop comprehensive materials for clients and prospects, focusing on attention to detail.
  • Initiate and complete wealth advisory tasks with team collaboration.
  • Utilize tools such as NaviPlan, PortfolioCenter, Fidelity Wealthscape, and Redtail CRM.
  • Conduct educational sessions for 401(k) plan participants.

Business Development:

  • Establish and nurture a network of relevant contacts.
  • Maintain ongoing relationships with key centers of influence.
  • Engage with the community through volunteering or joining charitable organizations.
  • Effectively communicate Compak's value proposition in investment management and wealth advisory services.

Team Coordination:

  • Ensure the team aligns with the firm's strategic objectives.
  • Set clear expectations regarding timelines and workload for the team.
  • Adhere to all firm protocols while serving existing clients and pursuing new opportunities.

This position is suitable for candidates with a minimum of one year of relevant experience. The ideal applicant should hold a degree in Finance, Economics, or Business Administration, possess strong interpersonal and communication skills, and demonstrate excellent quantitative abilities. This role offers significant growth potential in business development, relationship management, and investment management. Compak is open to sponsoring work authorization for the right candidate.

Compak will facilitate registration for FINRA Series # 66 & 7 and cover costs for professional designations such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).

Compak offers a competitive compensation package, including a year-end bonus, medical benefits, 401(k) matching, paid holidays, and more. This is a full-time position with a hybrid work schedule available after completing an initial training period.

Job Type: Full-time

Compensation: $70,000 - $85,000 per year

Benefits Include:

  • 401(k) with matching
  • Financial planning services
  • Flexible work schedule
  • Health insurance
  • Health savings account
  • Paid time off
  • Paid training
  • Professional development support

Weekly Schedule:

  • Monday to Friday

Work Environment:

  • Hybrid and office settings

Education Requirement:

  • Bachelor's degree (Required)

Experience Requirement:

  • Financial acumen: 1 year (Required)