Associate Wealth Advisor

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