Position Title:

Registered Client Associate

About Us:

Heirloom Wealth Advisors is a rapidly growing, independently operated wealth management practice with offices in Wilmington and Lewes, DE, Lutherville, MD and Allentown, PA. We focus on the specialized needs and goals of high-net-worth clients. We are dedicated to helping our clients pursue their investment and wealth management goals.

Our Core Values:
We strive to be:
1. Compassionate – Family focused – Deeply involved with multi-generational families

2. Ethical and integrous – Doing the right thing – Excellent advice at an ethical price – “Do what we say and say what we do.”

3. Motivated and proactive – React to and anticipate Clients’ needs – Work incredibly hard for Clients – “We sweat the details.”

4. Approachable and technically proficient – Friendly aspect in all of us that endears us to people

Success Description:

About Your Team:

As a Registered Client Associate, you will deliver world-class service. You will operate in a rapid-paced environment collaborating with internal and external clients as an integral part of the team driving the success of our valued clients and our growth. We are a “family focused” team of professionals committed to delivering at high levels where “we sweat the details.” Heirloom Wealth Advisors follows a rigorous, disciplined process to achieve our clients’ visions. Your role is vital and you will be responsible for performing administrative and client services to meet or exceed quarterly and annual goals. We run on the Entrepreneurial Operating System (EOS®)which means we have one vision, one voice and one team that aligns with our multi-generational clients and their goals.

About You and Your Role:

You have a strong administrative and customer service background with a proven ability to achieve continuous improvement and scale and you can predict the needs of clients. You take initiative and solve problems because you want to make an impact with your team and your clients by “doing the right thing.” Creating systems, processes and procedures that help companies scale are second nature to you. You thrive in quickly evolving conditions and you are energized by collaborating with teams and working on multiple initiatives, tasks, clients, and deliverables. You are an entrepreneur with a servant leadership mentality and approachable while being technically proficient. You have a distinct passion for helping others succeed. You share our core values.

Job Summary:

Heirloom Wealth Advisors is seeking an experienced and motivated Registered Client Associate in our Wilmington, DE office. The Registered Client Associate will work with Financial Advisors to serve the day-to-day needs of our high-net-worth clients. Additionally, this person will provide high-level administrative support to Executive Management and senior staff and serve as a liaison with external support personnel and our other offices. FINRA Series 7 and Series 66 (or 63 & 65) registrations are required.

Duties and Responsibilities:

Responsibilities include, but are not limited to:

· Daily processing of client and advisor requests including account opening, asset movement, client inquiries, meeting scheduling and preparation

· Providing excellent client service by performing tasks in a timely, accurate, and clearly communicated manner

· Monitoring and resolving time sensitive projects

· Demonstrating professional communication with answering phones, emails, and written correspondence

· Maintaining and updating our client management system and records

· Performing additional duties as assigned

· Operating efficiently in a team-based environment

Required Skills/Abilities:

One hallmark of our success is the customer service we provide to internal & external clients. The Registered Client Associate will be on the front-line answering phones, addressing client requests, interacting with our back office completing operational tasks and solving problems. Therefore, the Registered Client Associate will have superlative:

· Verbal and written communication skills

· Interpersonal and customer service skills

· Phone etiquette

· Organizational skills and the ability to prioritize multifaceted tasks

· Time management skills with a proven ability to meet deadlines

· Microsoft Office skills

· Ability to learn computer programs & operating systems

· The ability and willingness to collaborate with others

· Experience: 4 years of professional or relevant experience

Benefits/Culture:

We offer paid vacation, health benefits and the ability to participate in our 401(k) plan with an employer match and profit sharing. We have a collaborative business environment which thrives on in-person interactions. Despite the serious nature of our business and the need for professionalism and a constant focus on serving our clients’ needs, we have fun working together. We are constantly challenged and excited to show up every day. The right candidate will share our passion and have fun growing with us. Compensation is commensurate with experience and can increase based on the performance of our business and the successful candidate’s contribution to our growth.

Contact:

Cristy Joy Church

Operations Manager

Cristy.Church@wfafinet.com

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC

(WFAFN), Member SIPC. Heirloom Wealth Advisors is a separate entity from WFAFN

Job Type: Full-time

Pay: $70,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Financial concepts: 1 year (Preferred)

Ability to Commute:

• Wilmington, DE 19805 (Required)

Ability to Relocate:

• Wilmington, DE 19805: Relocate before starting work (Required)

Work Location: In person