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Associate Wealth Advisor

Baron Silver Stevens Financial Advisors, LLC
Boca Raton, FL Full Time
POSTED ON 2/12/2025
AVAILABLE BEFORE 8/10/2025

Job description

A well established and successful Independent Financial Planning firm is seeking a motivated individual to help work with Senior Wealth Advisors and assist in managing client relationships.


The individual should be a Certified Financial Planner or working towards being a Certified Financial Planner. Certified Public Accountants would be considered as well.


This individual should have a great attitude, initiative, integrity, relationship skills, and be passionate about serving clients and being part of a team.

 

The responsibilities of the position include:

  • Develop a full understanding of the team's practices, procedures and philosophy.
  • Work with other advisors to manage and maintain existing and new client relationships.
  • Meeting preparation; including financial reporting, financial plans.
  • Assist in maintaining an ongoing client relationship by being part of periodic reviews.
  • Conduct research on client issues such as tax questions, investment solutions, and estate planning.

 

Qualifications:

  • Have an understanding and be conversant in the financial planning process.
  • Knowledge in financial planning; including but not limited to goals-based planning, asset allocation, and retirement planning.
  • Knowledge of the securities industry; including investment and insurance products and services.
  • Ability to effectively present investment strategies to clients and maintain a holistic approach to planning.
  • Superior interpersonal skills and be able to effectively communicate with advisors and clients.
  • Ability to multi-task and quickly switch priorities when necessary to manage deadlines.
  • Open and receptive to feedback and coaching.
  • Excellent organizational and time management skills.

 

Helpful Education and Experience

  • Certified Financial Planner (CFP*®) designation* or in training.
  • FINRA Series 7 license
  • FINRA Series 66 (or 63/65) license
  • Life/Health Insurance license
  • 3 years of previous wealth management experience
  • Understanding of the financial planning industry
  • Excellent computer knowledge


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