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Associate Wealth Advisor

Employer
The Legacy Foundation
Location
Charlottesville, Virginia
Salary
$80k - $100k + bonus and additional benefits!
Closing date
May 7, 2023

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

The Legacy Foundation is seeking a motivated individual to assume the full-time role of Associate Wealth Advisor. This position will be responsible for supporting and serving the firm’s clients in a collaborative and efficient manner. This position is a perfect fit for a self-starter who has excellent time management skills, a service-experience mindset, and a desire to work at a firm that is committed to making a positive impact through socially responsible investing. This candidate will enjoy working within a small team to provide excellent customer service and premier financial planning advice along with learning to use the most advanced financial planning software.

 

About The Legacy Foundation:

Come work for a firm that is driven by its mission to educate and expose clients to opportunities in Environmental, Social, and Corporate Governance (ESG) investing. The Legacy Foundation is a boutique firm based in Charlottesville, Virginia that specializes in providing university professionals with comprehensive financial planning and investment management services. We strive to create an advocacy environment for our clients to help them achieve their financial goals through a customized approach in all areas of financial planning. We pride ourselves on the wonderful multigenerational partnerships we have created with our clients in the community and around the nation. The Legacy Foundation is a certified B Corporation™, and we are proud to meet the highest verified standards of social and environmental performance, transparency, and accountability. We are part of a global movement of leaders using business as a force for good.

 

Opportunities:

  • Develop your financial planning skillset while also making an impact at a firm that is dedicated to ESG investing
  • Gain valuable mentorship from an established financial planning professional
  • Create a career that offers autonomy and the ability to excel in accordance with your strengths and skills
  • Participate in foundational areas of client service and comprehensive financial planning – including inputting financial plans into eMoney, preparing for client meetings, attending meetings, and assisting with implementing customized plans
  • Be an integral part of a successful team where all members have the opportunity to bring new and innovative ideas to the table

 

Responsibilities:

  • Develop financial planning strategies in consultation with lead advisor, propose recommendations, and assist clients with implementation
  • Manage client financial plans, monitor client activity, and service client needs
  • Participate in client meetings and become integrated into the client relationships
  • Explain financial planning, tax, and investment management concepts and strategies to clients through written and verbal communications
  • Coordinate the document and data gathering process with clients and prospective clients
  • Prepare meeting materials, assemble financial reports, model scenarios in eMoney, and ensure tasks are properly tracked in a CRM tool
  • Additional responsibilities will be assigned as skills are developed

 

Qualifications:

  • At least three years of experience in financial services or a related field
  • CFP® or currently enrolled CFP® candidate preferred
  • Trustworthy, ethical, hard-working and growth-minded
  • Preferred experience utilizing: eMoney, Redtail CRM, Microsoft Office Suite
  • Strong follow-up and communication skills
  • Excellent client-service and relationship-management skills
  • Aptitude for applying financial planning knowledge in real-life situations
  • Well-organized and self-driven (will be expected to self-manage and meet deadlines)
  • Exceptional time management and organizational skills are a must
  • Excited to take on new challenges and adapt to change
  • High emotional intelligence for dealing with sensitive client issues

 

Compensation & Perks:

  • This will be a full-time W2 position
  • Salary range: $80,000 - $100,000
  • Annual bonus
  • Profit sharing
  • 401(k) match
  • Healthcare benefits
  • 17 days PTO in addition to NYSE holidays
  • Mentorship and learning opportunities
  • We owe our success to our employees and to show our gratitude, we will invest in our employees’ professional development

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