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Experienced Wealth Management Consultant
2 months ago
Join Our Esteemed Team and Realize Your Ambitions
DWC CPAs and Advisors is seeking enthusiastic and skilled professionals to become part of our vibrant team, where your distinct talents, experiences, and viewpoints are greatly appreciated and play a crucial role in our reputation as a Top 300 Public Accounting Firm. We are looking for individuals who are eager to develop both personally and professionally, and who are committed to making a meaningful difference for our team, clients, and communities.
Wealth Management Consultant
Compensation:
Salary: Ranges from $115,000 to $175,000 annually (dependent on experience)
Employment Type: Full-Time Exempt
In accordance with the Colorado Equal Pay Act, compensation variations for this role are determined by education, experience, training, and geographic location, along with DWC's seniority and merit systems.
Key Responsibilities:
- Establish and nurture robust relationships with clients, comprehending their financial aspirations, risk tolerance, and investment preferences.
- Provide outstanding service to clients, leading to direct referrals.
- Evaluate financial data from clients to formulate strategies and recommend products that align with their financial goals.
- Exhibit confidence and professionalism when interacting with clients, prospects, and Centers of Influence (COIs).
- Organize and conduct client meetings with clear, actionable outcomes, both virtually and face-to-face.
- Proactively respond to client needs, managing expectations with team collaboration.
- Exercise discretionary authority in investment decisions and portfolio management.
- Address complex client requirements with expertise and precision.
- Prepare comprehensive financial planning deliverables with meticulous attention to detail.
- Collaborate with the team to fulfill all wealth advisory responsibilities.
- Utilize MoneyGuidePro to create thorough financial plans and recommendations.
- Manage administrative tasks, including scheduling meetings, preparing documentation, and maintaining client records.
- Ensure adherence to relevant laws and regulations, assisting in the preparation of compliance reports.
- Develop and maintain a strong networking group and foster ongoing relationships with new and relevant COIs.
- Actively cultivate relationships with fellow firm professionals and mentor them on wealth advisory matters.
- Maintain a social presence in the community through volunteering or participation in charitable organizations.
- Align the team with the firm's strategic initiatives, establishing clear guidelines for timelines and workload management.
- Follow firm protocols and procedures for servicing clients and prospecting new clients.
- Supervise and mentor the Associate Wealth Advisor, providing constructive feedback, training, and career guidance.
Qualifications:
- A bachelor's degree in finance, economics, business administration, or a related field is required.
- Preferred but not mandatory designations include: CERTIFIED FINANCIAL PLANNERTM (CFP); Certified Public Accountant, Personal Financial Specialist (CPA, PFS); Certified Financial Analyst (CFA).
- 3-5 years of experience as a Wealth Management Consultant, Senior Financial Advisor, or in a related role is preferred.
- A collaborative team player with a high degree of self-assurance.
- Ability to manage multiple priorities with competing deadlines.
- Capability to thrive in a fast-paced and occasionally high-pressure environment.
- High level of integrity and the ability to maintain confidentiality.
- Results-oriented, highly motivated self-starter with integrity, a strong work ethic, and a desire to assist others in planning and safeguarding their financial future.
Why Choose Us:
DWC is centered around YOU. YOU inspire us. YOU motivate us. YOU drive us.
Forge YOUR Connections. Experience YOUR Journey. Discover YOUR Purpose. Come Flourish With US.
Benefits:
- Competitive salary
- Medical, dental, and vision coverage
- 401k plan with employer matching
- Health Savings Account (HSA) with employer contributions
- Limited Flexible Spending Account (FSA) and Dependent Care FSA with employer matching
- Generous Paid Time Off (PTO) and PTO advance on the first day
- Paid holidays
- Support for professional development
Discover more about how we support our team on our Careers Page:
About Us:
At DWC, we value our team members and recognize their commitment to one another, our clients, and the communities we serve. We firmly believe in supporting our employees by offering competitive living wages, comprehensive benefits, and various other gestures that reflect our genuine appreciation and concern for your overall well-being, both in your professional journey and personal life. Your success is important to us, and we are here to assist you every step of the way.
