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Financial Planning Associate Advisor

Employer
Accruent Wealth Advisors
Location
Winston Salem, North Carolina
Salary
Negotiable Depending Upon Experience
Closing date
Sep 9, 2022

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Job Role
Wealth Management
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing
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Accruent Wealth Advisors - Financial Planning Associate Advisor

Accruent Wealth Advisors is a fee-only firm in Winston-Salem, North Carolina that is seeking an Associate Financial Planner to join our team. Detailed job specifications available once we connect and agree it is a mutual fit.

$100M+ AUM, TEAM-CENTRIC, FEE-ONLY.

We are a holistic fee only wealth management firm in the Winston-Salem – Central North Carolina area. We offer a wonderful collaborative team environment, a reputation for excellent client service, and dedication to the delivery of superior financial advice. We focus almost exclusively working with physicians and health care professionals. This allows us to have a high level of proficiency and success with these target clients. We offer the ideal candidate the ability to work within a team environment and to develop long term relationships with clients.

RESPONSIBILITIES WE’LL TRUST YOU WITH

Develop comprehensive financial plans. Be Involved in all aspects of pre-client meeting activities such as reviewing previous meeting notes, preparing meeting agenda, preparing reports, and creating exhibits as well as post-meeting follow up tasks. Work with existing clients on service and planning issues. Communicate with lead planner and clients on ongoing planning and investment needs. Take initiative and proactively analyze client needs related to any aspect of planning and investments. Work in a team environment with the willingness to learn from others, share information and find solutions that benefit the clients. This is NOT a sales position - no client acquisition responsibilities.

QUALIFICATIONS

Bachelor’s degree from an accredited university; major in financial planning, business administration, economics, or related field preferred. 1+ years of financial planning experience. Strong client service and relationship skills. Team player who adheres to the firm’s cultural norms. Ability to multitask in a fast-paced environment. Working towards CFP® Designation. Strong computer and technical skills. Tax knowledge and preparation experience would be a plus.

This is not a virtual position and relocation to the Winston-Salem area would be required.

THE PERKS

Competitive salary based on experience with an incentive compensation program. Paid holidays and vacation days. Safe Harbor 401k Plan. Continued education and paid conference attendance. Flexible work schedule. Clear growth track. 

CONTACT

Please send resume’ along with a short introduction video (5 mins or less) to David Klepeisz - dklepeisz@accruentadvisors.com.

 

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