What are the responsibilities and job description for the Associate Wealth Advisor position at Total Wealth Planning?

Total Wealth Planning, LLC arranges more than just the money, investment, or retirement aspects of our clients’ lives. We serve as a sounding board for personal decision making. We help clients bring all the key elements of their financial life in order and give them more comfort with their long-term financial security.

Our boutique wealth planning firm is growing and seeking a full-time Financial Planning Associate with great communication skills, excellent attention to detail, a passion for helping others and genuine interest in financial services. This position will be responsible for supporting a group of the firm’s client service needs, as well as, supporting the financial planning team with plan creation, updating and assisting the firm’s wealth advisors with meeting preparation, follow up and client problem solving needs.

Position Responsibilities

Professionally communicate with affluent clients (in writing, verbally, and in person) to deliver exceptional client service (but not advice for at least the first year).
Assist advisors during client meetings with preparation and follow-up.
Developing expertise using retirement and tax planning software under the guidance of the firm’s wealth advisors.
Complete insurance related research on insurance products including life insurance, group benefits, and long term care insurance.
Preparing insurance needs analysis reports and obtaining quotes and product understanding
Preparing retirement, tax and college funding projections.
Supporting advisors of the firm by implementing advice through means of paperwork, communication, and record keeping.
Coordinate account transfers, deposits and distribution requests
Onboarding new clients by following the established firm procedures and focusing on an outstanding level of attention, care and communications with new clients.
Assist the team with other professional or administrative duties in order to achieve an outstanding client experience.

Required Knowledge, Skills and Abilities :

Excellent attitude and passion for extraordinary client service.

Strong focus on getting details right the first time. Quality over Quantity.

Follow company policies, especially those regarding ethics and compliance.

Outstanding organization skills and the ability to balance multiple tasks simultaneously

Self-motivated and ability to work independently without direct supervision

Excellent interpersonal skills with the ability and desire to work in a small company office.

Proficiency with MS Excel, Word and Outlook. Also, demonstrate the ability to efficiently use Google or other internet means for research and questions.

Knowledge of tax, insurance and other financial planning related topics a plus.

Bachelor's degree in a related business field (Accounting, Economics, Business, etc.)

Previous client service experience is ideal.

Experience using CRM (Junxure or Salesforce),tax planning (Lacerte) or Moneytree financial planning software a huge advantage for the position.

Series 65 IAR license a plus. (Requirement to obtain within first 12 months)

Compensation & Benefits

Competitive starting pay with bonus opportunity – no sales, no cold calling, no conflicts.

401k & Profit Sharing retirement plan (combined 5-10% company contribution after 12 months)

Insurance benefits paid by employer : 95% for health, 100% for disability and life.

Opportunity for advancement based on performance, personal growth, and cultural fit.

Work with a team oriented culture that is interested in helping you learn and grow in your career

Other lifestyle benefits (Wellness, PTO, paid holidays, team lunches, etc.) provided.

Job Type : Full-time

Benefits :

401(k)

401(k) matching

Employee discount

Health insurance

Health savings account

Life insurance

Paid time off

Professional development assistance

Referral program

Retirement plan

Tuition reimbursement

Physical setting :

Office

Schedule :

8 hour shift

Monday to Friday

Supplemental pay types :

Bonus opportunities

Education :

Bachelor's (Required)

Experience :

Office work : 2 years (Preferred)

Wealth management : 2 years (Preferred)

client service : 2 years (Preferred)

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