Associate Wealth Advisor

Employer
Woodmont Investment Counsel, LLC.
Location
Nashville, Tennessee
Salary
$60,000 - $75,000
Closing date
Nov 4, 2021

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Job Role
Wealth Management
Employment Type
Full Time
Level
Experienced
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Primary Duties and Responsibilities: 

The general purpose of this role is to help Wealth Advisors provide high-level client service, with a heavy emphasis on the financial planning aspect of the client relationship. 

Financial Planning-related responsibilities will include:

  1. Gathering financial planning-related information from clients and entering it into financial planning software.
  2. Using the software and other resources to conduct in-depth analysis of clients’ financial circumstances.
  3. Articulate observations and recommendations to Advisor based on clients’ goals and objectives. 
  4. Annual maintenance of active financial plans

Other Responsibilities: 

  • Communicate with clients, including but not limited to attending client meetings. This includes preparing meeting materials and taking detailed notes to be used later when designing the financial plan. 
  • Collect and process specific client information needed to set-up new accounts.
  • Maintain up-to-date client information in firm’s systems in coordination with the portfolio administrator.
  • Work collaboratively with third-party professionals including CPAs, attorneys, and insurance agents.
  • Contribute to firm-wide effort to improve overall client experience and firm efficiency.

Skills and Qualifications: 

Essential: ·

  • Bachelor’s Degree in Business or related field
  • Proficiency in Microsoft Office Applications

Preferred:

  • Hold the CFP® designation or willing to work towards it
  • Minimum of 2 years of experience in financial services providing white glove service to high-net-worth clients
  • Working knowledge of financial planning software (i.e., MoneyGuide Pro and eMoney)

Ideal Candidates:

  • Strong analytical abilities and attention to detail
  • Polished professional communication skills (written and verbal)
  • Desire to serve as a fiduciary, putting client’s best interest first.
  • Highly organized, process oriented with ability to multi-task
  • Comfortable working under pressure in rapidly changing environment

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