What are the responsibilities and job description for the Associate Advisor position at Maslow Wealth Advisors?
Job Title: Associate Advisor
Reports To: Manager, Advisors
Job Description: Successful candidate will be an integral part of firm’s advisory and client experience team. He/She will:
· Assist Senior Advisors with providing valuable advice to clients through creating holistic financial plans and investment education.
· Assist Senior Advisors with building trust in client relationships through successful completion of client meeting follow-up items.
Accountable for:
· Creating holistic financial plans for clients in our financial planning software (eMoney).
o Gathering and inputting information related to client’s net worth, income, expenses, and goals.
· Creating client presentations for annual reviews, financial planning, and portfolio management.
· Coordinating and executing follow-up items from client meetings and communication.
Desired Skill Competencies:
· Aptitude for Learning:
o Desire to learn about financial planning and investment management concepts.
o Ability to become proficient in new technologies.
o Desire to learn effective communication and presentation skills.
· Attention to Detail:
o Ability to understand and execute on variable and complex client deliverables.
o Ability to compile and organize personal financial information for financial planning.
· Communication:
o Ability to break down complex concepts into simple explanations for clients.
o Ability to communicate intricacies of financial planning to Senior Advisors.
· Teamwork:
o Ability to collaborate with team members to produce client deliverables.
Desired Behavioral Competencies:
· Self-Aware: o Ability to understand your impact on other team members. o Ability to understand your own strengths and weaknesses. · Ensuring Long Term Results: o Ability to bring a sound knowledge of the industry/clients to bear on the strategic thinking process. · Making Decisions: o Ability to stay strategic, results-oriented, and productive and still do justice to the complexity of issues and views of others. · Personal and Professional Growth: o Ability to solicit and act on constructive feedback. o Challenge oneself with tough assignments. o Demonstrate resilience and courage in the face of setbacks and opposition.
Required Qualifications:
· College degree, advanced degree a plus
· Experience working a team environment
· Series 65
Expected Outcomes:
· Add value to the Advisor Team by being an additive resource to our clients and internal staff.
· Ability to manage up to 50 clients over time.
· Increase revenue of firm over time.
· Strengthen corporate culture.
Performance Metrics:
· Qualitative:
o Contribution to continuous improvement of the client experience and associated processes
o Attitudes that demonstrate firm core values
o Teamwork
· Quantitative:
o Obtain CFP® (Certified Financial Planner™) certification
o Number of clients/assets in support role
o Meeting personal goals (i.e. obtaining credentials, developing expertise in a particular area, etc.)