What are the responsibilities and job description for the Associate Wealth Advisor position at Confidential?
As a leading firm in retirement plan consulting and wealth management, we recognize the importance of exceptional service, the power of collaboration, and the value of delivering on promises. Our team is composed of dedicated professionals committed to advancing the financial lives of clients. We aim to exceed client expectations and foster meaningful relationships.
Position Overview
Under the general supervision of the Managing Director (MD) and / or Senior Wealth Advisor, the Associate Wealth Advisor (AWA) is responsible for managing and monitoring client relationships. This role involves understanding clients’ financial goals, implementing financial plans, and integrating financial planning, risk management, investment management, tax planning, and estate planning services.
Essential Functions
- Adhere to core processes and service models for delivering wealth management services.
- Maintain clear communication with clients regarding service expectations and deliverables.
- Support client relationship management in partnership with Senior Wealth Advisors or Managing Directors to ensure a consistent and positive client experience.
- Collaborate with internal support teams, including Operations and Investment Management, to deliver outstanding client service.
- Develop and implement comprehensive financial plans tailored to clients' specific needs and goals, addressing financial, risk, tax, investment, and estate planning.
- Design and implement portfolio strategies to help meet clients' financial objectives in collaboration with investment management teams.
- Analyze clients' risk profiles and create strategies to protect and preserve wealth.
- Coordinate with clients’ accountants, attorneys, and other advisors to ensure cohesive and comprehensive wealth management.
Education
Experience
Technical Skills
Other Requirements
This role has a competitive base and bonus, and top tier benefits.
