What are the responsibilities and job description for the Associate Wealth Advisor position at Monarch Wealth Strategies?
Company Description
Monarch Wealth Strategies, founded in 2008, is an ensemble practice dedicated to designing, shepherding, and safeguarding the legacies of wealthy families. Headquartered in Santa Barbara, CA, with offices in Santa Maria and Los Angeles, our firm helps clients make informed financial decisions while emphasizing how wealth can enhance rather than complicate life. We guide clients through various financial planning phases with integrity, expertise, and a commitment to providing peace of mind.
Role Description
This is a full-time on-site role for an Associate Wealth Advisor at Monarch Wealth Strategies. The Associate Wealth Advisor will be responsible for assisting clients with financial planning, retirement planning, investments, and wealth management services. The role involves guiding clients through their financial goals, analyzing investment opportunities, and providing tailored financial advice.
Qualifications
- Financial Planning, Retirement Planning, and Investments skills desired
- Experience in Finance and Wealth Management Services
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to work collaboratively in a team environment
- Series 65 or 66 Required
- Bachelor's degree in Finance, Economics, or related field desired