All Star Financial is looking to build our team. We are seeking an Associate Wealth Manager that can interact with our clients and assist them in constructing and monitoring a plan to achieve their financial goals. Initially you will help Senior Advisors with financial plans, responding to client requests, and researching issues and questions. Our clients range in complexity, but you will have the opportunity to assist our clients with retirement planning, tax planning, charitable planning, and estate planning considerations.
Assist Senior Advisors with financial plans and investment analysis. Planning may include retirement, education, tax, charitable, estate, or insurance planning.
Participate in client meetings and assist Senior Advisors in follow up.
Create deliverables for client meetings.
Follow up on financial plans to ensure that planning objectives, on-boarding, and investment portfolios are on target.
For Tier 1 and 2 Clients, as assigned, serve as lead advisor and coordinate meetings and deliver the appropriate service.
Obtained or working toward CFP® or similar certification
Ability to work in a team atmosphere
High degree of attention to detail and professionalism
Excellent financial and analytical skills
Excellent written and verbal communication skills
Self-Starter, problem solver and goal-oriented with a “no job is beneath me” attitude
Demonstrates high degree of time management and organizational skills
Ability to prioritize and complete tasks efficiently
1 to 5 years’ experience in Wealth Management, Banking, or Investment Industry
Proficient in Microsoft Word, Excel, PowerPoint, Outlook
Specific experience with Money Guide Pro, Blackdiamond, Salesfoc.com, Fidelity/Schwab platforms are preferred but not required