Associate Wealth Advisor

Employer
Kraft Asset Management
Location
Nashville, Tennessee
Salary
Base plus bonus
Posted
Mar 24, 2021
Closes
Apr 23, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Associate Wealth Advisor job duties:

NEW CLIENTS

  • Review account statements
  • Review FinaMetrica results
  • Run Monte Carlo analyses
  • Assist in Discovery meeting
  • Recommend investment allocation
  • IPS meeting
  • Implement IPS
  • Keep clients informed as appropriate

EXISTING CLIENTS

  • Process requests from clients
  • Set up scheduled distributions
  • Complete RMDs
  • Assist with clients’ employer retirement plan allocation (401k)
  • Quarterly IPS vs Actual allocation review and rebalancing trades
  • Review client fees
  • Trades for distributions
  • Tax loss harvesting trades
  • Trades for advisor fees
  • Advise clients on financial decisions
  • Re-run Monte Carlo analyses as needed
  • Provide benchmark returns, if requested
  • Participate in client meetings
  • Communicate with client’s tax advisor, attorney, etc

BROAD RESPONSIBILITIES

  • Help develop financial plans
  • Work as a team member to acquire new clients
  • Proactively serve existing clients
  • Compliance related tasks
  • Assist with marketing plan and update of marketing materials
  • Assist with client letters
  • Help plan seminars and market seminars or other KAM events
  • Knowledge of custodians’ rules
  • Communicate with BAM CRS team regarding broad spectrum of issues
  • Maintain relationships with KraftCPAs co-workers, referral sources, centers of influence, and in the greater Nashville community
  • Involvement in professional organizations
  • Participate in community service and networking events

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