Associate Private Wealth Advisor

The Bahnsen Group; Phoenix (AZ); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Full benefits package including medical, dental, and vision

401(k) plan with employer contribution of 3%

Job summary

The Bahnsen Group located in Phoenix, AZ, is seeking an Associate Private Wealth Advisor to provide client-facing financial and investment advice. This hybrid role aims to develop the candidate into a Private Wealth Advisor within 24 months.

Your responsibilities will include assisting with plan construction, serving as a dedicated financial planner, and supporting client administrative needs. Candidates with 4-10 years of experience in financial services are encouraged to apply, especially those interested in the CFP® credential.

Full benefits package and 401(k) plan are included.

Qualifications

• 4-10 years of work experience in financial services or RIA.
• Expectation of becoming a Private Wealth Advisor in the coming years.
• Strong interest in pursuing the CFP® credential.

Responsibilities

• Assist in plan construction and data management.
• Serve as the dedicated financial planner for Private Wealth Advisors.
• Create robust financial plans and formulate recommendations.

Skills

Financial planning concepts

Client relationship management

Communication skills

Attention to detail

Education

CFP® credential or pursuing it

Tools

e*Money financial planning software

Job description

Opportunity

The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice. This is a client-facing position focused on providing financial and investment advice. This role starts as a hybrid position between financial planning and relationship management as an advisor. The vision is for this individual to become a Private Wealth Advisor within 24 months of their start date.

RESPONSIBILITIES

• Assist in plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group
• Serve as the dedicated financial planner to the Phoenix Private Wealth Advisors
• Utilization of e*Money financial planning software
• Supporting client administrative needs around e*Money
• Ability to create robust financial plans and formulate recommendations for clients
• After training and development (target 2-4 months): Enter into client advisory role whereby business development and relationship management are expanded

QUALIFICATIONS

• 4-10 years of work experience (preferably in financial services or an RIA)
• Expectation of growing into a Private Wealth Advisor in the coming years
• Strong interest in pursuing the CFP® credential (preferably already has a CFP® or has already started the process but does not need to have the designation for hire)
• A strong understanding of financial planning concepts – tax, estate, retirement, insurance, cash flow planning, etc.
• Accurate, organized, and highly detail-oriented
• An effective communicator who is highly responsive and can provide thoughtful advice to clients

CONSIDERATION

• Salary commensurate with experience
• Full benefits package including medical, dental, vision, and disability
• 401(k) plan with employer contribution of 3% of compensation