5 Associate Wealth Advisor Jobs in Goleta, CA
Platform Accounting Group is Hiring an Associate Wealth Advisor Near Goleta, CA
Who we are:Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 28 offices in 11 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.
What you will do:
- Learn and master investment philosophy and evidence-based investing.
- Assist the consulting process through the preparation and follow-up of each step of the client experience and actively participate in client meetings
- Create and update financial plans using MoneyGuide Planning Software
- Support day-to-day client needs and collaborates with team members
- Manage client onboarding process, schedule client meetings, and prepare all documents for on-going client reviews
- Maintain Redtail CRM by updating notes and contact information
- Provide operational support
- Interact with back-office support to facilitate completion of forms and account creation
- 1 years of financial services experience
- Core knowledge of financial industry, financial products, and financial planning concepts
- Bachelor's Degree
- Series 65 is required within 120 days of employment.
- Clean U4
- Progress towards, ambition to attain CFP® preferred, other financial certifications/licensing helpful
- Tuition Reimbursement Program Offered
- Well-developed interpersonal and communication skills, able to build trusted relationships and communicate with various personality types and levels of expertise.
- Strong attention to detail and accuracy
- Experience with Redtail CRM, Schwab, and/or MoneyGuide Planning Software a plus
- Self-motivated with the ability to work independently
- Coachable, resourceful, and team player are some of your attributes
- Must be able to prioritize, follow up on tasks, and hold self-accountable to deadlines
- Opportunity for advancement within a rapidly growing professional services firm
- Ongoing informal and formal training and development
- Competitive compensation
- 401(k) and medical benefits
- Firm sponsored continuing education
Job Summary
Full Time
$95k-121k (estimate)
06/29/2024
07/26/2024
platformag.com
Salt Lake City, UT
Related Companies
The job skills required for Associate Wealth Advisor include Wealth Management, Planning, Financial Services, Financial Planning, Communication Skills, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Wealth Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Wealth Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Wealth Advisor positions, which can be used as a reference in future career path planning. As an Associate Wealth Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Wealth Advisor. You can explore the career advancement for an Associate Wealth Advisor below and select your interested title to get hiring information.
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