Associate Advisor

PRIMARY DUTIES AND RESPONSIBILITIES

The general purpose of this role is to help Advisors provide impactful client service, with a heavy emphasis on the financial & tax planning aspects of the client relationship.  Responsibilities include:

• Assist Director of Planning in developing broad tax planning service offering for full client base
• Support senior advisors in managing client relationships, to include ongoing communication, scheduling and preparing meeting materials, periodic check-ins, and follow up on post- meeting action items
• Gather financial planning-related information from clients and assist with data input and/or review of customized financial plans, tax projections, and preparation of meeting books
• Maintain and organize electronic files, including client notes and records in CRM
• Work closely with ops team to facilitate seamless onboarding of new clients
• Work collaboratively with third-party professionals including CPAs, attorneys, and insurance agents
• Advise on ad-hoc research requests and planning analyses
• Contribute to firm-wide efforts to improve overall client experience and firm efficiency

Important: We are a growing RIA, not bound by the traditional way of running business. We have created a culture of independent thinkers who challenge the idea of "this is how we have always done it". We constantly search for better and more efficient solutions. For the right candidate, this role presents a significant opportunity for meaningful career growth.

SKILLS AND QUALIFICATIONS

Essential:

• Tax compliance and/or planning experience with individuals, small businesses, trusts, nonprofits, and/or estates
• 2-3+ years experience in the financial planning and/or public accounting industry Bachelor’s Degree with demonstrated academic success
• Proficiency in Microsoft Office Applications

Preferred:

• Hold a CFP®, PFS, CPA or EA designation or willingness to work toward one or more

Ideal Candidate:

• Committed as a fiduciary to always act in clients’ best interest and provide prompt, excellent service
• Strong listener with the ability to develop trust and build internal and external relationships
• Organized, with the ability to work under pressure and handle multiple tasks accurately within deadlines
• Strong analytical abilities and attention to detail
• Polished professional communication skills (written and verbal)
• Comfortable working under pressure in rapidly changing environment