Associate Financial Advisor

Scholar Financial Advising LLC; Winston-Salem (NC); On-site; USD 55,000 - 80,000; Full time

Job summary

Scholar Financial Advising LLC is looking for an Associate Financial Advisor in Winston-Salem, NC. The ideal candidate will construct financial plans, engage with clients, and support the firm’s mission to empower financial health. Join a dynamic team dedicated to client success and professional growth in the financial advisory industry.

Benefits

Paid Time Off (PTO)

401(k) retirement plan with 6% match

Qualifications

• Experience in financial planning or wealth management is essential.
• Proven ability to draft comprehensive financial plans.
• Strong communication skills for diverse client interactions.

Responsibilities

• Assist in developing personalized financial plans based on client goals.
• Engage in client meetings and follow up on action items.
• Conduct analysis of financial products and investment portfolios.

Skills

Analytical skills

Detail-oriented

Interpersonal skills

Problem-solving

Education

CFA or CFP certification (preferred)

1-3 years experience in financial planning or related field

Job description

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Scholar Financial Advising LLC provided pay range

This range is provided by Scholar Financial Advising LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $80,000.00/yr

Location: Winston-Salem, NC

Employment Type: Full-Time

Position Overview

We are seeking a dedicated and analytical Associate Financial Advisor to join our dynamic fee-only financial advisory firm. The ideal candidate will play a pivotal role in constructing comprehensive financial plans, drafting strategic recommendations, and actively participating in client meetings. This position offers an excellent opportunity for a critical thinker who thrives in a detail-oriented environment and is interested in growing professionally within the financial advisory industry.

About Scholar Financial Advising

Scholar Financial Advising is a Winston-Salem, North Carolina based fee-only investment advisory firm focused on fiduciary financial planning services. Our customized plans are created on a flat fee, hourly basis, or a monthly retainer through our family office CFO signature program.

Our mission is to Educate, Empower, and Encourage clients on the importance of financial health by giving them the skills and practical knowledge necessary to make positive financial decisions.

Our firm is rapidly growing, and our team is dedicated to success. The goal is to find the right person who can leverage their experience to make an immediate impact on the clients and prospects we work with daily, as well as on our team. We are driven to provide excellence in experiences across all stages and interactions. From the very first impression to supporting long-term client relationships, every touchpoint is important to our success.

Key Responsibilities

• Assist in developing thorough financial plans tailored to individual client objectives, including retirement, tax strategies, estate planning, and investment management.
• Analyze client financial information to identify and prioritize short-term and long-term financial goals.
• Draft detailed financial recommendations aligned with client objectives, adhering to firm standards and compliance regulations.

Client Interaction:

• Participate actively in client meetings, preparing necessary documents, and presenting recommendations under the guidance of senior advisors.
• Follow up diligently on client action items and provide ongoing support to address financial inquiries and adjustments.
• Maintain accurate and detailed documentation of client interactions, recommendations, and planning outcomes.

Research and Analysis:

• Perform in-depth analysis of investment portfolios, tax planning opportunities, and financial products to support advisor recommendations.
• Continuously monitor industry trends, regulatory changes, and financial products to enhance planning strategies and firm offerings.

Professional Development:

• Engage proactively in educational opportunities to expand financial planning expertise, working towards obtaining a CFA or CFP designation.
• Contribute collaboratively to the team's knowledge base, sharing insights and best practices to support firm-wide growth and client success.

Qualifications:

• Minimum 1-3 years of experience in financial planning, wealth management, or a related financial services role.
• Demonstrated ability to build comprehensive financial plans and draft client-centric recommendations.
• Completion of or working toward a CFA charter or CFP certification is strongly preferred.
• Exceptional analytical skills, attention to detail, and a proactive approach to problem-solving.
• Strong interpersonal skills with the ability to effectively communicate complex financial concepts to diverse client audiences.
• Proven ability to manage multiple priorities efficiently in a collaborative and fast-paced environment.
• Professionalism with strong interpersonal, written, and communication skills.
• Strong analytical and problem-solving skills, with the ability to interpret data insights and optimize financial strategies accordingly.
• Attention to detail and efficiency
• Strong organizational and time management skills
• Team player with a collaborative mindset

Compensation and Benefits

• Salary commensurate with experience, expected range of $55,000-$80,000
• Paid Time Off (PTO) to support work-life balance
• Paid holidays according to the firm’s holiday calendar
• Retirement match: 6% to a 401(k) plan

Interviewing Process

We intend to interview top candidates in June with a plan for the position to start in July. There are five stages to our hiring process:

• Application review
• Invited to complete our Situational Assessment
• Zoom interviews (x2)
• Technical proficiency project

Please submit:

• Cover letter addressing your experience and how you would add value to our team
• Resume
• List of 3 references related to previous positions in a related field or role

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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