What are the responsibilities and job description for the Associate Vice President, Associate Wealth Advisor position at WHZ Strategic Wealth Advisors?
Would you like to join an innovative, growing financial advisory firm in based in beautiful and bucolic eastern Connecticut? Are you an energetic individual with a growth mindset? Then keep reading to learn more about the open Associate Wealth Advisor position at WHZ Strategic Wealth Advisors! We enjoy building relationships and are passionate about providing the best experience to clients, prospects, teammates, and community partners. In addition to our leading TOTAL REWARDS compensation and benefits program, we offer a clear path to career advancement for strong performance based on competencies and SMART Goal Achievement. If you are a high performer, possess high character and strive to grow, WHZ is your destination.
As an Associate Wealth Advisor, you will be responsible for the following:
- You will participate in every stage of the financial planning process – including initial fact-finding, creating and execution of holistic financial plans, and servicing of existing financial plans – and support existing client relationships working alongside the Senior and Lead Advisors on your respective Diamond Team. You will be the quarterback for the team internally to ensure execution happens. You may also work collaboratively with external professionals on legal and tax planning to drive plan execution. You will help create and implement holistic financial plans and build lasting client relationships for an elevated client service experience.
- You will fully participate in and provide points of view as part of the firm’s investment committee.
- You will build meaningful relationships with new and existing community members in the Tolland and Windham County markets and beyond. This may include attending social events, business networking events and connecting with key Centers of Influence (COIs).
The top qualities that we seek in new teammates includes the following:
- A sincere commitment to both client and team success
- A personal interest in continuous education and new planning concepts in the wealth management industry
- Collaborative and strategic
- Reliability, integrity, and a proven record of strong client relationship-building
- Exceptional communication skills, both written and verbal
- Detail oriented
- Receptiveness to feedback
- Problem solving skills
- Leadership track record and Client-centricity focus
- Ability to communicate to all levels within a company
- A track record of successful client service and diligent attention to each client’s unique financial planning needs
- Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order
- Willingness to act as an ambassador for the firm to our clients as well as others in the local community
Qualifications for this role include:
- BA or BS in business; advanced degree/designation a plus (e.g., MBA, CPA) (3.0 grade point average required)
- Prior certification or willingness to enroll in CFP® certification program
- SIE required
- 2 years of industry experience and worked directly with clients
- Knowledge and communication of financial planning concepts and terminology with ability to expand and growth in this area
- Proficiency with technology, including Microsoft365, Right Capital, Money Guide Elite, Asana, CRM Systems, Argus, Broadridge Forefield Advisor, Morningstar® Advisor Workstation, Holistiplan
- Demonstrated growth in current or past roles
- Exceptional verbal and written communication skills
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!
Job Type: Full-time
Pay: $85,000.00 - $105,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Dependent care reimbursement
- Employee assistance program
- Employee discount
- Financial planning services
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Bonus opportunities
- Profit sharing
Work Location: In person
Salary : $85,000 - $105,000