Associate Wealth Management Advisor

Join a dynamic team as an Associate Wealth Management Advisor (AWMA), where creativity meets financial expertise. As an AWMA, you'll be the cornerstone of client service operations, ensuring seamless processing of variable products and securities while maintaining an efficient and compliant office environment. Your role as a liaison between the home office, financial advisors, and clients will be pivotal in fostering strong relationships and delivering exceptional service.

Responsibilities:

- Craft engaging planning presentations using cutting-edge tools

- Coordinate with advisors to gather necessary information for seamless processing

- Maintain accurate records and handle correspondence efficiently

- Keep abreast of industry trends and conduct insightful research

- Ensure compliance with regulatory requirements

Proposal and Case Preparation:

- Prepare tailored proposals and advisory materials

- Recommend optimal portfolio options based on client needs

- Facilitate smooth account processing and asset transfers

Client Service:

- Provide personalized service to address client needs

- Explain complex financial concepts in simple terms

- Administer advisory products and handle redemptions/withdrawals

Qualifications:

- Series 7, Series 66/63, and Washington Life & Health licenses preferred

- 1-4 years of experience in Financial Services or Insurance industry

- Familiarity with trading and Microsoft applications

- Excellent communication and problem-solving skills

- Ability to manage multiple projects effectively

- Willingness to embrace change and learn continuously

Compensation and Benefits:

- Competitive base salary with annual bonuses

- Opportunities for professional growth and development

- Generous PTO and comprehensive benefits package

- Retirement plan with company match