What are the responsibilities and job description for the Associate Financial Advisor position at Pachira Wealth Management?

Pachira Wealth Management ( pachirawealthmanagement.com ) is seeking an Associate Advisor for our financial planning and investment advisory firm in Latham, NY. Our firm focuses on female investors and it’s our goal to help women pursue financial freedom. We are very interested in you if you desire a career in Wealth Management. We help manage every aspect of our clients’ financial lives, partnering with them to realize financial freedom throughout life’s milestones. We aim to empower our clients to confidently pursue their dreams and support them in creating a secure and prosperous future for themselves and their loved ones.

Benefits :

Starting salary of $90,000 - $110,000 based on experience and credentials
Simple IRA with 3% match
Health insurance
Paid vacation, personal time, holidays and summer Fridays
Bonus and business development compensation opportunities
Mentorship and learning opportunities
Great working environment with professional growth opportunities
Flexible hours and hybrid work environment

You might be a good fit for this position :

You are currently working as a Financial Planner, Financial Advisor, or Wealth Advisor.

You have the CFP, or are working on obtaining it

You have the Series 7 and 66 or 65 & 63

You are looking to start working with financial planning clients ASAP.

The successful candidate will work directly with the firm’s owner Gretchen Meyer, and will serve as a point person for all clients assigned to them. This position will require you to prepare financial plans and reviews including : net worth statements, tax, cash flow and net worth projections, stock option exercise strategies, insurance review, education funding analysis, asset allocation analysis, investment proposals, estate planning, etc.

Qualifications :

5 years of experience in financial services

A strong desire to work in an ensemble group.

Ability to juggle multiple projects successfully.

Ability to learn new concepts and software packages quickly

Independently motivated, have excellent communication skills, and have a strong work ethic

Strong educational credentials and analytical background

Strong verbal and written communication skills

Ability to identify, meet, and follow through with client’s needs and requirements

Must interact effectively with office staff and be a goal-oriented team player

Strong attention to detail

Exceptional phone and client service skills, positive and upbeat attitude at all times

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Salary : $90,000 - $110,000

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