Associate Wealth Manager

About Us

We are a boutique, Fee-Only RIA devoted to helping dentists expand what’s possible with money and connect their money to life. We provide a complete suite of integrated financial solutions under one roof including personal bookkeeping, tax, investment management, and comprehensive planning. We are a young company with drive and a start-up mentality.

We are searching for an Associate Wealth Manager to support our financial planning services for dentists. This requires a desire to become a specialist in all wealth management and financial needs of dentists. You will work closely with a small number of clients in a highly personal and in-depth manner. This is a position with significant mentorship and training to jumpstart your career.

www.wealthfd.com | www.taxfd.com

Responsibilities

The Highlights:

• Support Wealth Managers to support all areas of financial planning.
• Develop your technical financial planning skillset by hyper-focusing on building financial plans, preparing for client meetings, and micro-managing client finances.
• Ensure client service workflow is strictly followed. Be organized and ensure no task or clients fall between the cracks. Be proactive.

The Details:

• Open, service, and fund accounts at TD Ameritrade and Schwab. Establish online access for client and set up performance reporting.
• Categorize client bank & credit card transactions into personal bookkeeping reports.
• Conduct ad-hoc financial planning research or analysis.
• Support new client onboarding and existing client management. Ensure all documents are received and organized. Proactively communicate with team members on observations.
• Independently build and create financial statements including balance sheets and cash flow statements.
• Enter all data into eMoney Financial Planning Software and update for existing clients. Maintain logs of all questions and outstanding items.
• Become an expert in the financial needs of dentists including career path, ownership considerations, tax management techniques, and more.

Requirements

Must Haves:

• Bachelors degree in Financial Planning, Accounting, or related field.
• Demonstrated progress towards pursuing the CFP® Designation.
• Desire to grow into a lead advisor role. We will actively support your growth within the firm as quickly as you are ready (as soon as 2-3 years).
• Ability to reliably commute to our King of Prussia. PA office.
• Comfortable in a fast-growing start-up environment. You will know objectives and will need to collaborate on the best ways to complete a task. Things change quickly and you should always be looking for improvements.
• Excellent communication skills - on the phone, in person, and in writing. Since you’re often the front-line support for our clients, it’s important that you can communicate without errors, promptly, and with ease.
• You’re an organization-pro. Like maybe you alphabetize your spice rack. You keep everything together for our clients – so this is critical.
• You sincerely love working with people. You treat your teammates and clients with respect and care. Our clients become friends and we do everything we can to advocate on their behalf.
• Cloud-based applications, e-signatures, and new technology don’t daunt you. We use a lot of technology.

Icing on the Cake:

• Desire to pursue CPA, EA, or other financial or tax credentialing.
• Professional ambition. We are growing fast and are looking for people that are excited by taking on new responsibilities.
• An interest in our work definitely helps – if you’re jazzed about money, tax planning, financial planning, dentistry, or our overall holistic approach to client work – please let us know!

Benefits

• Competitive salary with track to partnership.
• Open & Unlimited Vacation Policy.
• 100% Employer-Paid Health Insurance, Dental Insurance, Vision Insurance.
• 401(k) with a 5% employer contribution.
• Employer-Paid Amazon Prime Membership.
• Employer-Paid TSA Pre-Check.
• Flexible Dress Code.
• Professional Development Plan including support towards education & conference attendance.
• Company issued cell phone & laptop.
• Quarterly Parties… to celebrate our accomplishments together. Plus we cover the cost of a rideshare service to get you home safely.

Pay: From $52,000.00 per year

Physical setting:

• Office

Ability to commute/relocate:

• Pittsburgh, PA 15206: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

Salary : $52,000