What are the responsibilities and job description for the Associate Wealth Advisor position at Pine Grove Financial Group?
Job Description
As Associate Wealth Advisor (AWA), you will work directly with a Wealth Advisor and their clients in our Woodbury office. You would be responsible for client prep work, follow-up, documentation and tasks related to serving our clients and prospective clients. Our advisors hold 12-15 client meetings per week that you would be included in.
This role is perfect for someone eager to enter the financial planning profession, an existing Client Service Associate or Paraplanner ready to take the next step in their career. A successful AWA will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Success at this position will eventually transition you into a Lead Wealth Advisor role within the team. Whereas you will be in individual meetings with clients, giving financial advice, directing investments and advising on broader financial questions from clients.
Responsibilities
Prepare and attend client meetings, generate post meeting tasks and follow up. Our core technology is Office 365 and Salesforce.
Update financial plans and client data in eMoney, Right Capital and other specialized planning tools.
Work with Client Service Team to promptly resolve client questions, execute requests, and confirm information is updated across all systems.
Learn best practices and existing procedures to become a productive member of the team.
Critical in supporting, retaining and building meaningful client relationships.
Actively develop skills in various software programs for investment and financial planning.
Learn and adhere to company-specific processes and procedures.
Qualifications
1-3 years’ experience at a Broker Dealer, Registered Investment Advisor firm or related business experience.
Proficiency with Salesforce, Zoom, DocuSign, Calendly, MS Word, Outlook, Excel, SharePoint and Teams.
Bachelor's degree in finance or related subject.
Have or working towards Series 65 or CFP®.
Exceptional oral and written communication skills.
Organized, meticulous and detail oriented.
Ability to switch tasks, solve complex problems and perform under pressure.
Positive attitude, strong work ethic, and enthusiasm for helping clients and coworkers.
Skills and Knowledge
Willingness to understand our wealth management process including personal financial planning, retirement planning, tax and insurance planning and investment management.
Previous experience with high-net-worth clients / families and experience utilizing financial planning software is preferred.
Highly effective interpersonal, relationship and communication skills.
Strong attention to detail.
Excellent organizational and time management skills handling multiple priorities.
Benefits
Medical, Dental, Short-Term Disability and Term Insurance.
401k and Roth 401k Plan.
3 weeks PTO plus paid Federal Holidays.
Eligible for bonus pool after 1 year or commission structure depending on background.
Compensation
60,000 - $90,000 annually
Who We Are
Pine Grove Financial Group (PGFG) is a financial planning and wealth management firm focused on helping families prepare and navigate their transition to retirement. In the past 5 years, the number of families we serve has grown 20% annually. We have 3 offices located within the Twin Cities metro.
Our mission is to build trusting relationships with our clients by helping them make smart financial decisions and empowering them to live their ideal lifestyle.
The ideal candidate must have a desire to join a fast-paced growth organization, work well in a collaborative team environment and possess a technological mentality. We have ambitious expansion plans and are looking for team members who want opportunities for growth. By utilizing our efficient technology, we believe we provide our clients with the best experience possible. This experience allows us to have a broader impact and serve more families.
In 2019 and 2020, Pine Grove Financial Group was named to Inc. 5000’s fastest growing private company list. From 2017-2024, we were named to both Forbes Top Next-Gen Advisors list and Top Wealth Advisors for Minnesota.
Salary : $60,000 - $90,000
