Associate Financial Advisor: Wealth Planning Support

Advisor Group Inc.; Mesa (AZ); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

CW Advisors, part of Osaic, is seeking an Associate Financial Advisor in Mesa, AZ to support wealth advisors with meeting preparation, client service, data gathering, and financial plan development.

This full-time role requires a Bachelor's degree and strong communication, organization, and teamwork. In-office schedule is required, with comprehensive benefits including health, vision, dental, 401k, and paid time away.

Qualifications

• Bachelor's degree is required.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and communicate progress effectively.

Responsibilities

• Ensure accurate, current client information for inputs used to develop and update financial plans.
• Assist Wealth Managers by supporting tax planning, cash flow management, retirement planning, estate planning, and risk management.
• Schedule client meetings and produce standard meeting preparation materials.
• Participate in client meetings, take notes, and enter documentation into Salesforce within 24 hours.
• Update financial planning software and checklists in Salesforce as needed.
• Draft post-meeting summary emails and outline next steps for clients within 24 hours.
• Initiate follow-up tasks after meetings, including investment changes and administrative updates.
• Gather client information and financial data, prepare financial reports, and respond to inquiries.
• Support senior advisors with research on planning strategies and market trends.
• Assist with prospecting activities and relationship building with clients and centers of influence.

Skills

Communication

Time management

Detail oriented

Team player

MS Office

Education

Bachelor's degree

Tools

Salesforce

Financial planning tools

Job description

CW Advisors, part of Osaic, is seeking an Associate Financial Advisor in Mesa, AZ to support wealth advisors with meeting preparation, client service, data gathering, and financial plan development.

This full-time role requires a Bachelor's degree and strong communication, organization, and teamwork. In-office schedule is required, with comprehensive benefits including health, vision, dental, 401k, and paid time away.