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Financial Planning Associate

Employer
Accruent Wealth Advisors
Location
Winston Salem, North Carolina
Salary
Negotiable Depending on Experience
Closing date
Mar 21, 2025
View more categoriesView less categories
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing

We are looking for a dynamic individual to add to our well-established and growing independent, fee-only wealth management firm located in Winston-Salem, NC.  We offer a wonderful collaborative team environment, a reputation for excellent client service and dedication to the delivery of superior financial advice. 

This entry-level position requires a goal-oriented and self-motivated professional.  The position will involve substantial client contact and offers the opportunity for professional growth as the individual progresses.  All candidates should demonstrate a desire to network, build relationships and communicate well with people.

Essential skill set/qualifications

  • Strong client service and relationship skills
  • Pleasant attitude, demeanor, and presentation
  • Team player
  • Strong computer and technical skills
  • Ability to multitask in a fast-paced environment
  • Highly organized
  • Strong work ethic
  • High integrity
  • Bachelor’s Degree (required)
  • Certified Financial Planner® designation (preferred), or currently working towards

General Responsibilities

 

  • Develop comprehensive financial plans, focusing on investments, tax planning, retirement planning, estate planning, education planning and risk management Involvement in all aspects of pre-client meeting activities, such as reviewing previous meeting notes, preparing meeting agenda, preparing paperwork, and creating exhibits, as well as post-meeting follow up Work with existing clients on service and planning issues Assist in initial prospective client interviews Communicate with lead advisor and clients on all 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 our client Assist in the preparation of personal tax returns for clients

General Work Information

 

  • Minimum office hours expected – 8:30 am to 5:00 pm Workdays – Monday through Friday (very infrequently needed on evenings and/or weekends)

What We Offer

 

  • Competitive salary commensurate with experience Incentive compensation (bonus) program Safe Harbor 401k Plan Paid Vacation Comprehensive Training program and Continuing Education Long term opportunity for career advancement

Contact Information

  • Send resume' to: dklepeisz@accruentadvisors.com

 

 

 

 

 

 

 

           

 

 

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