Associate Personal Wealth Advisor - $40,000-$65,000 Benefits- Fleming Island, FL (Office based)
The Role
Do you possess at least one years' experience in the financial services industry, coupled with a Series 65 or 66 license? Are you ready to leverage your knowledge of investment solutions and financial planning strategies to deliver an exceptional service to clients? If so, we have an exciting opportunity for you.
We are a well-established and highly regarded wealth advisory group, looking to appoint an Associate Personal Wealth Advisor to our growing team.
You will be responsible for a diverse range of tasks, from client data collection to financial analysis and client communication. This position offers an exciting opportunity for career growth, with potential advancement tracks leading to roles such as Wealth Advisor, Business Development, or operational leadership within our firm.
If you're ready to apply your skills and expertise to help us deliver exceptional service, we want to hear from you.
Key Responsibilities:
- Gather and organize relevant client information, including financial statements, investment portfolios, and personal financial goals.
- Ensure accuracy and completeness of client data for use in financial planning processes.
- Utilize financial planning software to input and manage client data.
- Update and maintain client profiles within the software platform.
- Generate reports and analyses as needed to support client meetings and presentations.
- Communicate with clients to request necessary documents, schedule meetings, and provide updates on the status of their financial plans.
- Serve as a point of contact for clients, addressing inquiries and concerns in a timely and professional manner.
- Assist Wealth Advisors in conducting financial analyses and scenario modeling.
- Prepare comprehensive reports and presentations for client meetings, incorporating data and insights to support financial recommendations.
- Perform various administrative tasks in support of the Wealth Advisor Team, such as document management, scheduling, and file organization.
The Company
Founded in 1993, Camarda Wealth has been advising successful families and managing their investment portfolios for many, many years. Firm Chairman Jeff Camarda has been repeatedly named by Barron's as "one of the best financial advisors in America," one of WORTH Magazines' "Top 250 advisors" in the US, had his advice featured in the Wall Street Journal for years, and been quoted as a financial expert in the national press for decades.
The Benefits
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance.
The Person
- Bachelor's degree in Finance, Accounting, Business Administration or a related field.
- 1 years of experience in the financial services industry, preferably in a similar client-facing role.
- Series 65 or Series 66 license.
- Strong analytical skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
- Excellent communication and interpersonal skills, with the ability to work collaboratively in a team environment.
- Ability to build and maintain strong relationships with clients.
- Knowledge of investment solutions, financial planning strategies, advisory back-office operations.
- Proficient in Microsoft Office Suite and experience using investment software/planning programs.