Associate Wealth Advisor - Resource Consulting Group

Resource Consulting Group, Orlando, Florida, United States of AmericaJob Description Posted Friday, December 20, 2024 at 6 : 00 AMYour Future TeamResource Consulting Group (RCG) is an independent, fee-only financial planning and investment advisory firm. RCG brings together the key disciplines of investment, estate, tax, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. The first and most important thing we do is listen.Niche : Reduce the complexities of wealth through discipline and expertise.Core Values : Passionate | Balanced | Responsible | Humble | CollaborativeFour Uniques : Credentialed / Expertise | Stable (longevity) | Collaborative | ComprehensiveJob Summary : We are looking for an Associate Wealth Advisor to join our team. You will assist Wealth Advisors in understanding clients’ overall financial situation, defining and managing client expectations, providing vision for clients’ needs, and delivering consistent and high-quality client service. You will report to the Director of Financial Planning. #LI-OnsiteWhat You'll Do : Assist Wealth Advisors as a contact for client relationships in performing multiple financial planning duties for new and existing clients.Prepare and review information needed for client meetings.Assist in client meetings and present information.Assign, monitor, and complete tasks in CRM.Assist clients in the decision-making process with issues related to tax, estate planning, charitable giving, and multi-generational planning.Communicate and collaborate with clients’ professional contacts, i.e., CPAs, attorneys, insurance agents, etc.Document client conversations and activities in CRM.Monitor clients’ portfolios daily. Make trades resulting from client deposits, withdrawals, rebalancing, and annual tax trading.Review investment and trading issues.Provide backup relationship management for accounts served by other advisors and support to the team.Stay abreast of industry changes through continuing education with an emphasis on becoming a subject matter expert in a specific area.Participate in client referral conversations and build a network with centers of influence.Participate as a member of different internal committees.Continue to expand knowledge by attending seminars, conferences, and online events when appropriate.Required Skills : Knowledge of all aspects of financial planning and investment management.Interpersonal, listening, and written / verbal communication and presentation skills.Organized, analytical, detail-oriented, able to multi-task, and proactively analyze and solve complex matters.Demonstrated client-centric skills including a strong customer service orientation.Able to work with the highest standards of confidentiality and ethics.Able to project a professional image to clients.Team player, collaborative, able to work well with all levels of the firm, and with clients.Involvement in community, civic, and professional organizations.What You'll Bring : Bachelor’s DegreeCertified Financial Planner (CFP) required for providing financial planning advice. CFP or Chartered Financial Analyst (CFA) required for providing investment advice.Three years of financial planning or investment advisory experience.What We Offer : Coverage on the first day of employment for medical, dental, and vision insurance401k Matching PlanStudent Loan AssistancePet InsuranceFlexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)AN EQUAL OPPORTUNITY EMPLOYER : Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.You are a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.Resource Consulting Group, Orlando, Florida, United States of America#J-18808-Ljbffr