Associate Wealth Manager

2 weeks ago

Reno, United States W3Global Inc Full time
Job DescriptionJob Description

Job Title: Associate Wealth Manager

Job Summary: We are currently seeking an Associate Wealth Manager to provide support for the financial and investment planning needs of our clients.

Duties & Responsibilities:

  • Provide support for the financial and investment planning needs of clients including:

  • Conduct research as needed to obtain all necessary data for financial planning analyses.

  • Create financial plans which include projections and analyses across wealth management areas such as tax, estate, investment, retirement, risk management, cash flow, etc.

  • Conduct special request analyses as needed.

  • Assist with client portfolio management, including defining risk and return objectives, selecting appropriate strategies, identifying special requirements, and coordinating portfolio changes and reviews.

  • Provide ongoing client service, including updating financial plans, reviewing and discussing portfolios and ongoing investment recommendations, assisting clients with changing circumstances, and identifying new opportunities.

  • Work with clients' other advisors, including attorneys and CPAs, to obtain information necessary to complete analyses.

  • Create presentation materials in preparation for client meetings.

  • Work with other SFG team members to ensure meetings are prepared for and tasks are executed in a timely manner.

  • Attend client meetings as requested; take meeting notes and enter notes and follow-up actions in CRM.

  • Deliver the SFG Client Experience to the firm's clients.

  • Uphold the firm's purpose, vision, and values; incorporate the SFG Core Beliefs of Client Commitment, Innovation, and Service Heart into every aspect of our business and client relationships.

Qualifications:

· Strong and relevant academic credentials: bachelor's degree in finance, economics, or related discipline (required); advanced degrees (MBA, MS) preferred.

· CFP designation (required); additional preferred designations include CAIA, CPWA or CPA; willingness to obtain CPWA (required).

· 3+ years of experience in the financial services industry and 1+ years of experience working as an Associate Advisor/Planner at an independent registered investment advisory firm.

· Proficiency in Microsoft Office, especially Excel and Word; experience with financial planning, CRM, portfolio management, and document management software (required); previous experience with NaviPlan, Salesforce, Addepar, and Box.com (preferred).

Other Skills & Experience:

· Demonstrates excellent communication skills, both in written and verbal form.

· Has the ability to explain complex financial strategies to clients in an easy-to-understand way.

· Deep understanding of the independent registered investment advisory model.

· Solid understanding of the financial markets and portfolio management, along with the ability to learn the firm's investment process and strategies.

· Demonstrated ability to develop and manage plans and relationships for high-net-worth and ultra-high-net-worth clients, unique to each client's needs and situation.

· Experience with tax and estate issues; ability to identify these issues in the financial planning process and coordinate solutions with clients' other advisors.

· Solid strategic thinker, creative problem solver, and competent decision maker.

· Demonstrated ability to drive bottom line results and productivity.

· Passion to identify solutions and help new and existing clients decide on solutions so that they can lead a fulfilling life.

· Continuously exhibits personal integrity and professional initiative.

· Reliable; follows through on commitments; does not shrink from challenges.

· Highly organized and detail-oriented; able to reprioritize tasks.

· Strong commitment to accuracy and delivering high-quality work.

· Collaborative and able to work effectively with others.

· Flexible team player who is highly adaptable to change and open to new ideas.

· Demonstrated ability to work successfully in an entrepreneurial, small company environment.

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