Wealth Management Associate

Overview Our client, a well-established boutique wealth advisory firm, is seeking a Wealth Management Advisor to work out of their beautiful South Tampa office. Responsibilities Serve as primary contact in performing a wide range of financial services duties for both new and existing clients, including retirement modeling, risk management/insurance analysis, educational modeling, reviews of estate plan documents (with assistance), reviews of tax situation and other applicable financial planning topics. Work closely with other members of the planning team to collect and analyze data. Prepare account paperwork for opening new accounts and processing transfers. Manage client contacts, prepare agendas, organize reports for client review meetings, and provide appropriate follow-up. Coordinate all aspects of client plan presentations, ensuring that all research and data gathering is complete and presentation materials are prepared in a timely fashion. Participate in both client meetings and the presentation of comprehensive financial plans when appropriate. Compose and generate correspondence and client documents, including spreadsheets and reports. Participate in client portfolio reviews, monitoring and design. Enter trades promptly and accurately when applicable. Review investment and trading issues, as needed. Participate in new client relationship development; develop business leads for the firm through client referral conversations, individual/business or industry networking. Assist with preparing and presenting concise financial planning summaries to prospective clients. Provide relationship management for opportunities as they develop. Be familiar with insurance products, including annuities and long term care, including working with wholesalers. Be prepared in attire and personality to engage, professionally greet, and assist visitors; help ensure that all clients are made to feel welcome and that all visits are handled with the utmost professionalism. Knowledge, Skills, Education, Experience Proficiency in Microsoft Office, Word, Excel, PowerPoint, CRM software Working knowledge of a variety of investment tools. Excellent verbal, written and electronic communication skills. Self-starter, energetic, assertive, working well under pressure, thriving in a fast paced environment. Ability to learn all aspects of financial planning and investment management; excellent analytical skills and attention to detail. Ability to view financial planning holistically and incorporate the various planning disciplines. Strong technical capabilities in the various areas of an integrated planning platform. Demonstrate client-centric skills including a strong customer service orientation in addition to excellent oral/written listening and presentation skills. Commitment to strong values, the highest ethical behavior, strong team orientation. The ability to handle numerous projects simultaneously with creativity and flexibility. Demonstrated ability to proactively identify opportunities and solve problems. Effective interpersonal skills. Committed to maintaining strict standards for confidentiality and discretion of all client information. Able to project a professional image of oneself and the firm to clients. The desire to grow knowledge in the financial services industry through continuing education. Bachelor’s degree required from an accredited college or university. Minimum 5-7 years financial planning or investment advisory experience. Series 7 and 65 or equivalent required. CFP designation required for providing financial planning advice. #J-18808-Ljbffr TalentWealth