Associate Wealth Manager

Budros, Ruhlin & Roe
Columbus, Ohio
Competitive wages based on experience
Jun 15, 2021
Jul 15, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Position Summary

The Associate Wealth Manager assists a Senior Wealth Manager in the management of the entire client relationship with Budros, Ruhlin & Roe, Inc. The Associate Wealth Manager’s primary responsibility is to develop and deliver financial planning advice and strategies and to communicate investment outlook and performance to our clients under the guidance of a Senior Wealth Manager. As part of managing the client relationship, the Associate Wealth Manager will coordinate the resources of Budros, Ruhlin & Roe, Inc. as well as the client’s other professionals to best serve the client.

Essential Duties and Responsibilities

  • Meet with clients, and coordinate with attorneys and CPAs, to obtain client information necessary to develop and complete financial planning strategies
  • Develop the financial plan strategies considering alternatives and recommendations to meet client goals and frame the advice to be delivered to the client with the Senior Wealth Manager
  • Provide support to a Senior Wealth Manager with regard to management of planning team and client relationships
  • Develop and utilize wealth management planning skills and expertise
  • Identify important client issues and assist with resolution; document client activities
  • Learn and embrace firm’s investment approach and philosophy
  • Communicate and answer questions regarding investment performance and outlook to clients

Required Skills and Experience

  • Client-focused, with a desire and ability to communicate frequently and clearly with clients
  • Strong verbal and written communication skills
  • Solid qualitative and quantitative analytical abilities
  • Ability to work effectively across functions and organizational levels and within team environment
  • Learns quickly and enjoys collaborating with others to meet challenges
  • Excellent organizational, analytical, critical thinking, and leadership skills
  • Proficient with Microsoft Office software
  • Quick adapter of new software

Preferred Skills

  • Experience with a document management system
  • Experience using a full-scale CRM
  • Experience with financial planning software
  • Understanding of financial planning process
  • Understanding of investing and markets

Education and Job Experience Requirements

  • Bachelor's degree in finance, accounting, or economics
  • Certified Financial Planner (CFP®) designation