What are the responsibilities and job description for the Associate Wealth Advisor position at WPWealth LLP?
Whitley Penn, a leading CPA and Consulting firm, is looking for an Associate Advisor to join our team WPWealth team! In this position, you will be responsible for providing technical financial planning and investment work to Senior Wealth Advisors. The WPWealth Associate will also act as the liaison to the Operations Team. This is a professional supporting position in a client-focused environment and requires a basic knowledge of financial planning services such as investment reviews, retirement income projections, estate planning and tax projections/preparation. Most importantly, from the onset, the Associate will work directly with clients. The position is designed to provide the right candidate with a career path leading to the position of Senior Associate.
How We Work
Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
- Provide client relationship support through managing/gathering/analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other tasks, as needed
- Attend, document and participate in client meetings and follow-up on meeting action items
- Analyze information and evaluate results to help choose the best solutions and solve problems
- Work with Operations team to facilitate new client on-boarding
- Build and maintain strong working relationships with all members of the team
- Effectively manage Senior Wealth Advisors’ expectations and concerns through strong communication skills, both verbal and written
- Show initiative to develop necessary skills to move into a Senior role
How Will You Get Here?
- Bachelor’s degree in accounting, finance, or related field
- Certified Financial Planner (CFP®) license or candidate
- Familiarization with financial concepts, investment products, portfolio analysis, goal setting and cash flow
- Ability to grasp technology, and strong proficiency in Microsoft applications including Excel, Word, PowerPoint, and Outlook
- Must be highly driven, self-motivated and have a strong work ethic
- Effective communication skills
- Attention to detail and accuracy skills
- Inclusive; ability to interact and work well across all levels of the firm
- Share our passion for excellence, positive attitude, and genuine care for others
Why Should You Apply?
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays, including extended breaks around July 4th and year-end
- 20 days PTO for Salaried Employees
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- Health & Wellness Program
- Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
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