Associate Advisor: Client-Focused Financial Planning

Stordahl Capital Management, Inc.; Greenwood Village (CO); Vor Ort; USD 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

Competitive pay

401(k) with profit-sharing

Career growth

Culture of excellence

Zusammenfassung

Stordahl Capital Management, Inc. is seeking an entry-level Associate Advisor to join our client-focused advisory group. You’ll work directly with Lead and Senior Advisors, contributing to all aspects of client service and financial planning.

You will gain hands-on experience in investment strategies, financial modeling, tax and retirement planning, insurance and estate planning, charitable giving, and portfolio reporting, with a clear path toward becoming a Lead Advisor.

Qualifikationen

• Bachelor’s degree in Financial Planning or related field with strong academic record.
• Interest in beginning the CFP certification process.
• Attention to detail and accuracy.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to manage multiple priorities and deadlines, independently or collaboratively.

Aufgaben

• Prepare financial planning, asset allocation, and investment performance reports for client meetings.
• Support Lead and Senior Advisors in creating and assembling client-facing materials.
• Attend and participate in client meetings.
• Assist in implementing client recommendations.
• Conduct financial analyses across investment, tax, estate, and planning topics.
• Research investment strategies, tax planning, estate planning, employee benefits, and financial markets.
• Manage workflow, prioritize projects, and ensure timely deliverables.
• This is not a sales role.

Kenntnisse

Attention to detail

Interpersonal communication

Verbal communication

Written communication

Multi-tasking

Independent & collaborative work

Integrity & professionalism

CFP certification process interest

Ausbildung

Bachelor’s degree in Financial Planning (strongly preferred)

Bachelor’s degree in business, economics, or related field

Jobbeschreibung

Stordahl Capital Management, Inc. is seeking an entry-level Associate Advisor to join our client-focused advisory group. You’ll work directly with Lead and Senior Advisors, contributing to all aspects of client service and financial planning.

You will gain hands-on experience in investment strategies, financial modeling, tax and retirement planning, insurance and estate planning, charitable giving, and portfolio reporting, with a clear path toward becoming a Lead Advisor.