Centralized Wealth Advisory Solutions (C-WAS) Associate

Concurrent Investment Advisors is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.

Headquartered in Tampa, Concurrent was founded in 2017 and currently supports over 100 advisors in 43 offices with $9.5 billion in assets under management (AUM) and more than $13 billion under advisement.

Company Values

We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product.  

Job Title:  Centralized Wealth Advisory Solutions (C-WAS) Associate

Level: Associate

Position Overview:

We are seeking a dynamic and skilled Associate of Centralized Planning Solutions to join our team. The ideal candidate should possess strong client relationship skills, a high level of integrity, problem solving skills, ability to be agile and adaptive to each client’s situation, and a strong understanding of technology platforms. 

Duties and Responsibilities:

1. Support Centralized Wealth Advisory department with admin and back-office responsibilities
   • Have agility and be adaptive to support projects within the department
2. Enhance the client experience:
   • Collaborate closely with the Associate Directors and Vice President of Growth and Centralized Planning team to understand current workflows and processes and build best practices
   • Identify areas for improvement and work together to design and implement better workflows
3. Provide support to level 1 clients:
   • Interpret data from automated data gathering software and build financial plans from it
   • Deliver the financial plan to the client, document the completed plan and follow up with clients
4. Support as needed in the Corporate Solutions Program

Education and Experience:

• Bachelor's degree in finance, accounting, Business Administration, or related field.
• Proven experience in client relations, financial planning or similar roles.
• Strong project management skills with a track record of successful project delivery.
• Excellent interpersonal abilities and grit to collaborate with cross-functional teams.
• Familiarity with a wide range of technologies and ability to quickly learn and adapt to new tools.
• Exceptional problem-solving skills with the ability to analyze complex issues and develop effective solutions.
• Have grit and understand that what it takes to provide value to Concurrent and their clients
• Hold series 65 and insurance license within 120 days of hire

Desired Qualifications:

CFP(r) designation or currently pursuing designation 

Location / Schedule

• Preferred primary location: Dallas; secondary location: Denver. This position requires a minimum of 3 days in office
• Office hours are 8am-5pm Monday-Friday
• Occasional evening/weekend hours may be requested

Job Type 

• Full-time, Exempt 
• $65,000-$80,000 total compensation per year, dependent on experience, with semi-annual performance and production bonus opportunities

Benefits

• 401(k) matching
• Equity Participation
• Dental Insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance