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Wealth Management Associate

2 months ago

Goleta, California, United States Platform Accounting Full time
{"title": "Associate Wealth Advisor", "description": "Join Our Team as a Wealth Management Professional

We are seeking a highly motivated and ambitious Associate Wealth Advisor to join our team at Platform Accounting Group. As a key member of our wealth management team, you will work closely with our Wealth Advisors to deliver exceptional client experiences and drive business growth.

Key Responsibilities:
  • Assist in the development and implementation of investment strategies for clients
  • Collaborate with Wealth Advisors to manage client relationships and provide exceptional service
  • Participate in the advanced planning process to address investing, retirement, estate planning, and tax planning
  • Support the onboarding process for new clients and maintain accurate records in our CRM system
  • Provide operational support to ensure seamless delivery of services to clients
Requirements:
  • 1+ years of experience in financial services
  • Core knowledge of financial industry, financial products, and financial planning concepts
  • Bachelor's Degree
  • Series 65 license required within 120 days of employment
  • Clean U4 record
  • Progress towards or ambition to attain CFP certification preferred
  • Strong communication and interpersonal skills
  • Ability to work independently and prioritize tasks effectively
What We Offer:
  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing training and development opportunities
  • Competitive compensation and benefits package
  • Firm-sponsored continuing education
", "lang_code": "en-US"}