What are the responsibilities and job description for the Associate Wealth Advisor position at Transcend Practice Management?
Job Description
Job Description
Associate Wealth Advisor
Location : Wilmington, NC 27412 (Full-time, Hybrid)
Compensation : $100,000 - $125,000 base salary incentive compensation / profit sharing
Status : Full-time, Hybrid
The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come.
We are a team that works collaboratively to bring our values to life each day : hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our offices are committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!
We are excited to have an opportunity to welcome a new Associate Wealth Advisor to our team! As an Associate Wealth Advisor, you will support existing client relationships in conjunction with the Managing Partner. In addition to competitive compensation and benefits, this position offers a direct path to partnership.
The attributes that we look for in teammates include :
- Reliability, integrity, and a proven record of strong client relationship-building
- Self-management
- Commitment to exceeding client expectations
- Careful listening skills
- High ethical standards
- Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience
- Ability to learn quickly and implement and improve upon established processes
- Strong communication and interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
- Drive with a desire to be a long-term contributing member of the team
- Growth-oriented : holding a long view of the opportunities presented by the firm and the industry overall
Get in touch today so that we can get to know you! You will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams. Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with a senior advisor to tackle complex financial, estate, and tax planning situations and deliver an experience to clients that is second to none.
Interested in more details? As an Associate Wealth Advisor , you can expect to :
The ideal candidate will demonstrate the entrepreneurial drive to evolve into a Lead Advisor in 12-24 months, beginning to take on direct responsibility for client relationships, and into a Senior Advisor role after 24-48 months, taking over all client relationships in this office as well as management and leadership of the office. Ideal candidates will demonstrate an ability to ensure a continuous high-quality experience for clients as well as an unflagging focus on growth.
Qualifications for this role include :
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we offer and see if it might be an attractive fit for both of us and you. We look forward to meeting you!
Powered by JazzHR
1jotQRb6V9
Salary : $100,000 - $125,000