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Associate Advisor
Job Description
A growing wealth management firm in Sylvania, OH is seeking a dedicated and motivated Associate Advisor to join their team! This is an exciting opportunity for someone eager to build a rewarding career in wealth management. In this role, you'll work closely with senior advisors, manage client relationships, and help prepare financial plans. They re looking for candidates who enjoy working with numbers, have experience in wealth management, and excel at connecting with clients. You'll have the chance to grow under strong, supportive leadership in a dynamic environment where every day brings something new. Plus, you'll be joining a firm ranked as the #1 RIA in Ohio!
Associate Advisor Requirements:
- Bachelor's degree in finance, economics, accounting, or a related field preferred
- 2-5 years of relevant experience in wealth management, financial planning, or a related area
- Familiarity with financial planning software (Money Guide Pro, eMoney) and Salesforce
- Strong communication and interpersonal skills, with an empathetic and client-focused approach
- Technical proficiency and comfort with numbers and complex financial data
- Willingness to pursue necessary certifications, which the firm will sponsor
- A team player with a strong work ethic and a desire to grow within the company
Associate Advisor Responsibilities:
- Support senior advisors in managing client relationships and portfolios
- Prepare and present comprehensive financial plans, including estate planning and retirement accounts
- Work closely with clients to gather information and ensure plans are up to date
- Utilize financial planning tools like Money Guide Pro and eMoney to develop and monitor client strategies
- Assist in identifying opportunities to engage the next generation of clients
- Participate in client meetings, offering insights and building client relationships
- Actively contribute to the growth and success of the firm by providing high-quality service
Benefits:
- Competitive salary with discretionary bonus
- Medical, Dental and Vision insurance
- 401(k) Plan with match
- Generous PTO with additional flexibility as needed
- Stock market holidays
- Certification sponsorship and paid training for professional growth
- #1 Ranked IRA firm!
Apply now!
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