Associate Wealth Advisor — Client Growth & Planning

Hixon Zuercher, LLC; Findlay (OH); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) / Profit Sharing Plan

Paid Holidays

Paid Vacations

Paid Birthday

Life Insurance

Job summary

Hixon Zuercher Capital Management in Findlay, Ohio, is seeking an energetic Associate Wealth Advisor (AWA) to support client relationships, financial planning, and business development. The role emphasizes discretion, organization, and teamwork within a fast-paced wealth management firm.

The AWA will handle client meetings, prepare projections, and collaborate with Senior Advisors. A Bachelor’s degree and CFP® consideration are required, with strong Office skills and a proactive attitude

Qualifications

• Bachelor’s degree required; preferably in Financial Planning, Business, Accounting, Finance, or Economics.
• CFP® license: Holds license or is enrolled in CFP® program.
• Excellent spelling, grammar, punctuation, and overall communication skills.
• Expertise in Microsoft Outlook; advanced Word, Excel, and PowerPoint skills.
• Strong calendar, task management, and organizational abilities.

Responsibilities

• Client Relationship Management: act as primary contact, respond to client inquiries, conduct meetings (financial planning and/or investment reviews).
• Present financial planning recommendations and maintain client meeting notes in CRM.
• Develop retention strategies and provide exceptional client service.
• Collaborate with Senior Wealth Advisors and support firm marketing programs.

Skills

Microsoft Office

Communication skills

Organization

Discretion & confidentiality

Problem solving

Team collaboration

Education

Bachelor’s degree in Financial Planning, Business, Accounting, Finance, or Economics

Tools

RedTail CRM

Black Diamond

MoneyGuidePro

Fidelity WealthScape

Charles Schwab

Box

SweetProcess

Job description

Are you passionate about helping clients achieve their financial goals and looking to join a dynamic, fast-paced, growing company? We have the position for you! Hixon Zuercher Capital Management, a leading wealth management firm, is looking for an energetic Associate Wealth Advisor (AWA). This position is based in Findlay, Ohio.

The AWA will be a service-oriented individual with excellent computer skills and strong people skills. It is critical that the AWA has the ability to be discreet and trusted with regard to confidential information.

The AWA must be a self-starter, problem solver, extremely organized and able to handle a fast-paced firm with ease. Being an entrepreneurial company, change occurs frequently, and the ideal AWA will thrive on the challenge of prioritizing various tasks and maintaining a harmonious workflow as projects shift and evolve. Mastery in Microsoft Office and solid communication skills are necessary to succeed in this role. The ideal candidate should be able to work under pressure and meet strict deadlines with a positive attitude.

This is a Full-Time position (40 hours per week) and may include an occasional requirement to be on-call outside of normal business hours. The AWA will work from 8:00 a.m. to 5:00 p.m. Monday through Thursday and 8:00 a.m. to 4:00 p.m. on Friday. If you believe you are the right fit for this role, then please submit your resume.

Key Responsibilities

• Client Relationship Management
  • Monitor and maintain relationships with assigned clients. This includes, but is not limited to, serving as the primary contact, responding to client requests or inquiries, and conducting meetings with clients (Financial Planning and/or Investment Reviews
  • Present financial planning recommendations to assigned clients and as requested by other advisors of the firm
  • Maintain notes of client meetings in CRM database
  • Develop retention strategies and provide excellent customer service for existing clients
• Work as a team in the firm by completing tasks and assignments as directed by the Senior Wealth Advisors.
• Prepare client retirement projections, education projections, social security analysis and other financial planning analysis.
• Business Development
  • Participate in the firm’s advisor marketing programs.
  • Networking & public relations
  • Actively cultivate and maintain relationships with sources of new business, including: CPAs, attorneys, and other centers of influence.
  • Participate in firm events, seminars, and speaking engagements to promote firm capabilities
  • Actively participate in industry groups and non-profit events to expand networking opportunities and increase firm visibility
  • Identify potential ideal clients (prospects) and contact them as they are identified
  • Follow up on new leads and referrals
• Responsible for maintaining an above average level of knowledge concerning current financial market conditions
• Maintain an understanding of industry trends, standards and best practices
• Continually developing knowledge of investment analysis and financial planning techniques
• Other Duties as Assigned
  • There will be many other special projects and tasks that will be assigned as the business grows

Required Skills & Experience

• Education level: A Bachelor’s degree is required (preferably in Financial Planning, Business, Accounting, Finance, or Economics).
• Previous experience: 1-3 years of experience in the financial services industry or related field is preferred, but not required.
• CFP ® License: Holds license or is currently enrolled in CFP ® program.
• Communication skills: Must possess excellent spelling, grammar, punctuation, and overall communication skills (both oral and written).
• Computer skills: Must be an expert with Microsoft Outlook and have advanced skills with Microsoft Word, Excel, and PowerPoint.
• Organization skills: Must be proficient with calendaring, task management, and organization.

Key Criteria

To be successful in this role the Associate Wealth Advisor should possess:

• Computer Skills
  • Software Used (experience required)
    • Microsoft Office (must be strong in Word, Excel, Outlook, and PowerPoint)
  • Software Used (training available)
    • RedTail CRM (client database used daily)
    • Black Diamond (portfolio management system used daily)
    • MoneyGuidePro (financial planning software used daily)
    • Fidelity WealthScape (custodial website used daily)
    • Charles Schwab (custodial website)
    • Box (cloud-based file storage used daily)
    • SweetProcess (process management software)
• Integrity
• Professionalism
• Respects client confidentiality
• Respects others
• Able to handle conflict well (client issues)
• Loyal
• Proactive (able to see what needs done or looks for ways to improve firm during slow times)
• Committed to success of business (incentive is available)
• Teachable
• Willing to try new things
• Precise
• Helpful
• People Skills
  • Phone Etiquette
  • Welcoming
  • Professional
  • Professionally dressed
• Other Requirements
  • Sign Noncompetition/Nondisclosure Agreement
  • Transfer personal investment assets within 6 months of hire date
  • Clean compliance background with no settlements
• Compensation: Based on skills and experience.
• 401(k) / Profit Sharing Plan: You have an opportunity to contribute up to $24,500 per year of your own money (pre-tax or Roth) to this plan. If you are 50 or older, you can contribute an additional . We will make a matching contribution equal to 100% of your salary deferrals that do not exceed 3% of your eligible pay plus 50% of your salary deferrals in excess of 3% and up to 5% of your eligible pay. Therefore, we will contribute 4% of your pay if you contribute 5% of your pay.
• Paid Holidays: Hixon Zuercher Capital Management observes holidays that are recognized by the New York Stock Exchange (NYSE) will be paid.
• Paid Vacations: New employees receive 11 days of paid vacation beginning with their first full calendar year.
• Paid Birthday: Employees receive a day off in celebration of their birthday.
• Life Insurance: 1x Salary Life Insurance

Company Culture & Environment

At Hixon Zuercher, we are committed to excellence in everything we do. Our goal:to help our clients achieve excellent results with their investments. A win for us is when we successfully manage client assets so that they may achieve their financial goals.

Our commitment to excellence is evident in our firm’s culture. We operate by the following principles:

• Integrity: Act with Integrity – Integrity is everything. At the core of everything we do is our integrity. We shall always put the client’s interest first.
• Professionalism: Be a True Professional – Provide exceptional service. We demonstrate care, kindness, and humility while also being courteous, thoughtful, and polished. We aren’t satisfied unless we deliver great results that help our clients achieve their goals.
• Excellence: Serve Clients with Excellence – Results matter. Our clients will always receive clear communication about their investments. We provide timely, accurate, and specific responses to client inquiries. We focus on achieving a resolution as quickly as possible.
• Teamwork: We Are Better Together. – We put others before self. We strive to be the best by showing kindness, compassion and having an awareness of how our actions impact the team.
• Abundance: Live with a Positive and Abundant Mindset – Optimism breeds opportunity. Attitude is everything. We are living in the best time in history. The opportunities for today’s investor are abundant and have an optimistic mindset, even when faced with challenges.

How to Apply

If you believe you are the right candidate for this unique opportunity, please send an email with the subject “Associate Wealth Advisor” to [e-mail] with your cover letter and resume.

Please provide your answers to the following questions in your cover letter. Please answer each question in one hundred words or less.

• Where do you live?
• Do you meet all the qualifications listed?
• Do you have any concerns with your ability to perform any of the duties described?
• Why are you the ideal candidate?
• Why do you want this job?
• Can you provide three references from former employers if requested to do so?

Thanks for considering this position. We look forward to hearing from you.

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