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Associate Wealth Advisor

Del Mar, CA

Order: 65705

We are looking for a Associate Wealth Advisor to work for an investment company in the Del Mar area. If you are looking to gain additional corporate experience working in a collaborative team environment, then we are looking for you!

Requirement: (Minimum GPA: 3.0)

Essential Functions

  • Provide positive and professional service to the client base assigned

  • Handle all communication with the client base including phone calls, emails, and meetings

  • Data input, report generation and analysis of financial planning goals

  • Attend all client meetings and be responsible for all follow-up activities

  • Build and maintain a relationship with the client base with the main focus on service and operations

  • Interact with the firms operations team on all planning and follow up

  • Develop and maintain written systems of all activities

  • Assist with content generation for company blog topics

  • Attend all training and information sharing meetings scheduled for the operations team

  • Maintain all continuing education requirements of a wealth advisor plus required training elements

  • Ability to lift/move 25-30lb file boxes

Top Skills

  • Experience using MoneyGuide Pro, eMoney, Wealthscape, and CRM software

  • Ability to convey complex financial concepts verbally & in writing to clientele with an educational, simplified tone

  • Knowledge base in personal financial planning, social security analysis, 401k rollover compliance