Associate Advisor

Employer
Stordahl Capital Management
Location
Greenwood Village, Colorado
Salary
Open
Closing date
Oct 19, 2022

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

Associate Advisor

Stordahl Capital Management seeks an entry-level Associate Advisor to join our firm in Denver, Colorado. This is a unique opportunity to immediately become an integral member of our advising team. Our Associate Advisors are client facing and work directly with the Lead Advisor and Senior Advisor on all matters pertaining to the firm's clients. 

Duties and Responsibilities

The following duties generally represent the nature and level of work assigned:

  • Prepare financial planning, asset allocation, and investment performance reports for client meetings
  • Support the Lead and Senior Advisors in creating and assembling materials for client meetings
  • Attend client meetings
  • Assist in the execution of client recommendations
  • Assist the Lead and Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
  • Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets
  • Manage workflow and prioritize projects

The Associate Advisor will gain experience in the financial planning process with the goal of moving into a Lead Advisor role. The Associate Advisor will immediately begin work in the following areas: investment strategies, financial modeling, asset allocation, cash flow strategies, tax planning, retirement planning, insurance strategies, estate planning, charitable giving, and financial and portfolio reporting.

Requirements, Experience, Education, Competencies, & Professional Skill

  • Bachelor's degree in business or economics (preferred) with a strong academic record
  • Working toward or willing to begin the CFP® certification process
  • Strong attention to detail and accuracy
  • Excellent PC skills with a high level of proficiency in Excel and PowerPoint
  • Strong interpersonal, verbal, and written communication skills
  • Willingness to take a life-centered approach to financial planning
  • Ability to work independently and within strict deadlines while managing multiple priorities and open projects
  • Caring and concerned nature
  • Excellent listener
  • Impeccable integrity, honesty, and professionalism

SCM offers a strong compensation package, a very robust 401(k) and profit-sharing plan, health insurance, and other related benefits. 

Stordahl Capital Management, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management, Inc unless a client service agreement is in place.

Company

Stordahl Capital Management is a fee-only RIA located in Denver, Colorado. The firm employs a life centered approach to the financial planning process creating an integrated wealth management solution focused entirely on providing the very best client experience and client outcomes possible. The firm's process melds extensive financial analysis, planning, evidence-based investment strategies, and exceptional service and communication into a comprehensive wealth management solution delivered on an individual basis. We are interested in motivated, career-minded individuals seeking to grow with our firm who share our unwavering commitment to professionalism and our client's best interest. Stordahl Capital Management, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management, Inc unless a client service agreement is in place.
Find Us
Telephone
3037268944
Location
8400 East Crescent Parkway
Suite 420
Greenwood Village
CO
80111
US

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