Associate Advisor

ABOUT PETERSON WEALTH ADVISORS

Peterson Wealth Advisors is an established fee-only RIA located in Orem, Utah, specializing in the management of retirement assets for clients using our proprietary Perennial Income Model™. This approach matches our clients’ current investments with their future income needs, providing them with peace of mind knowing they have an income plan throughout their retirement. We also provide tax planning, estate planning, and various other financial strategies for our clients.

The members of the firm work in a team environment that encourages innovation, learning, a passion to serve their clients, and helping others in the firm grow. This is an ideal opportunity for someone with aspirations to be a client-facing Lead Advisor in the future.

RESPONSIBILITIES

• Work directly with the firm’s Lead Advisors to serve new and existing clients.

• Participate in client meetings from the start, taking ownership of the client meeting preparation, and post-meeting review process.

• Create and update financial plans for clients in alignment with their goals and values.

• Work with Lead Advisors to implement financial planning and investment solutions.

• Be an active firm member by continuing to build a best-in-practice firm focused on clients and helping each other grow. No business development requirements.

QUALIFICATIONS

• Bachelor’s degree in financial planning, accounting, or related field from an accredited university.

• 0-3 years of experience in financial planning, finance, accounting, or related field.

• Current CFP®, CFP® candidate, or pursuing CFP® certification, preferred.

• Strong written and verbal communication skills. Accuracy, attention to detail, organization, and strong problem-solving skills.

• A proactive “can do” attitude to do whatever it takes to serve the client. A sincere commitment to the financial planning profession and entrepreneurial mindset.

PERKS

• Compensation: $55,000 - $75,000 a year depending on experience, licensing, and certifications (i.e., Series 65, CFP®, etc.).

• Career-track growth opportunity.

• 401(k) retirement plan with a 6% company match.

• 12 paid holidays, 17 days of paid time off.

• Health, dental, and vision insurance.

• Paid paternity/maternity leave.

• Company-supported opportunities for additional education, certifications (CFP®, Series 65, etc.), conferences, and other career growth training.

• Mentorship from founder and multiple Lead Advisors.

• Miscellaneous: Company Topgolf membership, weekly team lunch, quarterly team activities, Costco membership. Work schedule is Mon – Fri, 9 am – 5 pm.

INSTRUCTIONS FOR APPLYING

This position will start February 18th (flexible).

We will hold the first round of interviews from January 21st – January 31st .

Please send your resume and cover letter to careers@petersonwealth.com in Word or PDF format. Resumes will not be accepted without a cover letter. In your cover letter, please answer the following questions:

1) Why are you interested in this position, and what do you hope to gain from the experience?

2) Please respond to the following pretend email from a client. Assume you have all the information needed and avoid requesting additional details. Please limit your response to no more than 200 words.

PROMPT

Hello, With all the recent news about rising interest rates and potential market declines, I’m feeling really nervous about my investments. I know we’ve talked about my long-term goals, but I’m starting to wonder if we should make changes to my portfolio or if staying the course is still the best approach. Let me know what you think.

Thank you,

John