We are seeking to add a new Associate Wealth Manager to our team to support our advisors and provide exceptional service to our expanding client base.  We need an outstanding person.  A problem solver with a keen attention to detail.  Someone with excellent verbal and written communication skills and a positive, can-do attitude. 

Duties & Responsibilities

• Partner with and support the Wealth Managers on 50-60 client relationships to best serve our clients and help them make sound financial decisions
• Have a working knowledge of your clients and manage all client data in the WWP systems
• Update CRM with action items and notes so we always have a complete client record
• Update client roadmap before and after client meetings or as client updates occur
• Maintain and organize client file
• Ensure all client tasks, requests and communications are taken care of on a timely basis
• Prepare and execute on all custodian paperwork and money movement requests
• Oversee and manage the client onboarding process for your clients
• Assist advisors in preparing for client meetings, take notes in client meetings and provide detailed follow up directly to the client
• Gather client information and create or update planning projections 
• Assist clients with the implementation of recommendations, working with CPAs, attorneys, or other professionals as needed
• Perform various analysis (for example, education funding, stock options, insurance needs, etc.) and document and communicate recommendations
• Help develop tools and templates to assist with the efficient delivery of our service offering
• Contribute to a professional and energetic working environment

Skills & Qualifications Required

• 2+ years of financial services industry experience and college degree
• Ideal candidate will have their CFP or be enrolled in a CFP program
• Personable, responsive, engaging, and a client first attitude
• Mature, self-starter, willing to take complete ownership of areas of responsibility
• Ability to work independently and take direction from multiple parties
• Good problem-solving skills and attention to detail
• Strong computer skills including advanced proficiency with Excel, PowerPoint and Word
• Experience with the following applications is highly desirable:
• Redtail CRM, Schwab, Fidelity and Tamarac/Advisor View

Salary and Benefits

The firm offers comprehensive benefits that include:

• Compensation commensurate with skills and experience
• 15 days paid vacation and 10 paid holidays
• Quarterly bonus program
• 401k plan and employer profit sharing contribution
• Medical, dental, and vision insurance
• Ability to purchase long-term disability and life insurance at group rates
• Professional development budget
• Good work life balance
• Complimentary financial planning and investment management for you and your direct family members

Applications

• Qualified applicants should submit a cover letter and resume to admin@waypointwp.com