Skip to main content

This job has expired

Associate Financial Advisor

Employer
Apella Capital, LLC
Location
Lenox, MA
Salary
Base salary and eligibility for discretionary bonus
Closing date
Oct 14, 2020

View more

Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

Apella Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission.  We are a rapidly growing firm building a national footprint. We are interested in expanding our client service team with a highly motivated and dedicated individual focused on providing exceptional service to our advisors and clients. This person should be an enthusiastic problem solver with strong communication skills, who can multi-task and work in a team environment.

We currently have an opening in our Lenox, MA office

Job Title: Associate Financial Advisor

Job Summary:

The Associate Advisor role is responsible for collaborating with Financial Advisors to facilitate the overall growth and client service of the firm. The primary responsibilities of the Associate Advisor are creating an exceptional client experience through proactive customer service, in-depth financial planning, account monitoring and rebalancing recommendations, and collaboration with other key client stakeholders (i.e. CPAs, estate attorneys, etc.). The candidate must have critical thinking skills, a passion for client service and work well within a diverse team that spans the country. Qualified candidates are organized, detail-oriented, and flexible.

Duties and Responsibilities:

  • Continuously monitoring clients' personal and financial situations with detail and accuracy to ensure a consistently positive client experience
  • Supporting Financial Advisors in serving client needs through the preparation and presentation of comprehensive financial plans including tax planning, retirement analysis, estate-planning analysis, education-funding analysis, stock options analysis and risk management
  • Collaborating with Paraplanners and other staff to ensure an effective financial planning workflow including data collection, review and additional in-depth analysis making it seamless for the client
  • Inputting meeting notes and other relevant data in the CRM with accuracy and clarity
  • Communicating with both clients and related professionals on a proactive and on an ongoing basis
  • Assist in account monitoring, identifying tax loss harvesting opportunities, executing RMD requirements, and opining on trade recommendations through Orion
  • Support Financial Advisors and the firm as needed to contribute to the firm’s growth and mission to always deliver exceptional service

 

 

Requirements:

 

 

  • Minimum 3 years previous related experience
  • Current CFP designation holder, or progress toward designation is highly preferred
  • Experience with trading and reporting platforms such as Orion
  • Knowledge of eMoney and Redtail preferred
  • Proficient in Microsoft Office programs
  • Effective communication skills
  • Detail oriented, organized with strong time management skills
  • Ability to multitask
  • Able to work independently with minimal supervision

Company

Apella Capital, LLC an affiliate of Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. We are rapidly growing firm building a national footprint. We are interested in expanding our team with highly motivated and dedicated individuals focused on providing exceptional service to our advisors and clients. We offer competitive salaries and benefits for full time employees that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment. www.apellacapital.com

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert