Description

PBMares is currently seeking a Wealth Advisor to join our wealth management team! The Wealth Advisor will advise high net worth individuals on how to plan and protect their financial lives, ultimately helping the client create a vision for the future and helping that manifest for the client. The Wealth Advisor is accountable for advising clients on financial related issues; developing recommendations for asset management; assisting in the ongoing management of clients’ marketable securities portfolios; and financial planning responsibilities, including retirement, risk management, estate and college planning for high-net-worth individuals (clients’ assets over 500k.

PBMares Core Values

• Integrity
• Trust
• Respect
• Accountability
• Caring

What that means for you:

• Opportunity to develop leadership skills by in-charging assurance engagements and supervising junior team members.
• Company investment of a minimum of 40 hours learning and development annually
• Path to Partner Program
• CPA Certification reimbursement and bonus program
• The opportunity to grow and shape the future of the firm.
• Full benefits: medical, dental, 401K match.
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule to include hybrid work environment.
• Summer Hours- Friday half days (based on a minimum 40-hour work week)

What you will do:

• Advise clients on financial related issues.
• Develop recommendations for asset management.
• Assisting in the ongoing management of clients’ marketable securities portfolios
• Perform financial planning responsibilities, including retirement, risk management, estate and college planning.
• Meet with potential new clients and existing clients to determine appropriate actions relative to current financial objectives.
• Prepare appropriate documentation to transfer client assets to PBMares Wealth Management
• Make observations and recommendations to the Managing Director regarding improvements to workflow processes and procedures.
• Build a meaningful book of business through direct marketing.
• Develop prospects, strategic partners, and COIs (Centers of Influence)

Position Requirements

What you need:

• Bachelors Degree, preferably in Finance
• 3 years of experience in financial advising
• Advanced level computer/software skills/experience, including Microsoft Office applications.
• Ability to learn new software systems quickly.
• Advanced knowledge of and experience with database functions.
• Ability to work independently requiring little to no supervision by more experienced staff.
• Fluent in speaking, reading, and writing the English language.
• Ability to excel at details, multi-tasking and working under pressure.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Effectively presents information and responds to questions from internal and external clients.

Bonus Points if you have:

• Masters degree in Finance or related field
• CFP certification

About the Organization: Your future, our focus! If you're looking to join a firm that is as committed to you as we are to our clients, keep reading! At PBMares you'll find great people, challenging work, rewarding opportunities and a culture that embraces integrity, creativity, and teamwork. We're a perennial top-100 firm according to Inside Public Accounting and Accounting Today recently named us one of the fastest growing firms overall. Continuous learning, work-life balance, and challenging opportunities are just a start. We're over 300 strong in 12 offices across Virginia, Maryland, and North Carolina and we are looking for new teammates.

EOE Statement: Our Firm’s policy is to provide equal opportunity for employment to all individuals regardless of their race, color, religion, sex, national origin, age, genetic information, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local laws.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

This contractor and subcontractor shall abide by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.

Must be authorized to work in the United States permanently without the requirements of sponsorship at any point in the future.