What are the responsibilities and job description for the Associate Wealth Advisor position at Transcend Practice Management?

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 :

Work alongside the Managing Partner to learn about our clients, processes, and value proposition

Prepare for and attend client meetings, take notes, complete follow up, and correspond with clients

Participate and listen carefully in client and planning meetings and translate the discussions into a strategy for data collection and analysis to help drive financial planning efforts

Interview clients about their attitudes, financial constraints, and goals; identify and clarify client needs; review statements provided by clients

Continuously stay in relationship with clients and understand their unique circumstances, connections, talents, interests, etc.

Complete accurate financial plans in eMoney; input updated values into appropriate planning software

Perform complex analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, cash flow planning, asset allocation, asset protection, etc.

Own the implementation of client planning strategies

Develop client deliverables and reports in a timely, accurate, and informative manner

Respond to client service needs throughout the year

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 :

Bachelor's degree required

8 years of experience as a servicing advisor in the financial services industry

Series 7 and 66 (or 63 and 65) required

CFP® designation a bonus; willingness to enroll in the CFP® certification program required

Proficiency with computer software, including the Microsoft Office Suite (Excel and Word), eMoney, and Salesforce

Strong understanding of financial planning concepts and terminology

Excellent relationship building and communication skills.

Entrepreneurial mindset and leadership skills

Demonstrated job stability and career progression

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!

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Salary : $100,000 - $125,000

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