Associate Wealth Advisor- Hybrid Work Schedule

PBMares, LLP; Fairfax (VA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A leading firm is seeking an Associate Wealth Advisor to join their team in Fairfax, Virginia. This role involves supporting Wealth and Senior Wealth Advisors by managing financial plans, generating analysis reports, and engaging with clients. The firm emphasizes a supportive hybrid work environment and offers a path to advance towards a Wealth Advisor position.

Benefits

Full benefits: medical, dental, 401K match, & HSA

Paid Time Off

11 paid holidays per year

Flexible work schedule

Summer Hours- Friday half days

CPA Certification reimbursement and bonus program

Qualifications

• Bachelor's Degree, preferably in Finance.
• 1 or more years of directly related experience in financial advising preferred.
• Ability to learn new software systems quickly.

Responsibilities

• Providing client service and support to Wealth Advisors.
• Managing financial plans including data inputs and design.
• Generating client portfolio analysis reports.

Skills

Analytical skills

Detail-oriented

Client support

Multi-tasking

Education

Bachelor's Degree in Finance

Tools

Microsoft Office

Job description

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Description

The Associate Advisor‘s role is to provide analytical rigor, designing financial plans and constructing portfolios in support of Wealth and Senior Wealth Advisors' clients. The Associate Advisor (AA) bridges the gap between client facing functions and back office administration. This position is designed to develop the AA into a Wealth Advisor. The AA works closely with the Wealth Advisors and Senior Wealth Advisors of the firm, focusing primarily on support in client meetings (taking notes, generating required documentation and presentations, and coordinating attendees), managing the portfolio analysis and financial plan inputs/design, constructing marketing presentations, managing all prospect/client meeting preparations and assisting the Client Relationship Specialists with client.

Description

The Associate Advisor‘s role is to provide analytical rigor, designing financial plans and constructing portfolios in support of Wealth and Senior Wealth Advisors' clients. The Associate Advisor (AA) bridges the gap between client facing functions and back office administration. This position is designed to develop the AA into a Wealth Advisor. The AA works closely with the Wealth Advisors and Senior Wealth Advisors of the firm, focusing primarily on support in client meetings (taking notes, generating required documentation and presentations, and coordinating attendees), managing the portfolio analysis and financial plan inputs/design, constructing marketing presentations, managing all prospect/client meeting preparations and assisting the Client Relationship Specialists with client.

PBMares Core Values

• Integrity
• Trust
• Respect
• Accountability
• Caring
  
  
  

What that means for you:

• Full benefits: medical, dental, 401K match, & HSA
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule to include hybrid work environment.
• Summer Hours- Friday half days (based on a minimum 40 hour work week)
• Company investment of a minimum of 40 hours learning and development annually
• Path to Partner Program
• CPA Certification reimbursement and bonus program
• The opportunity to grow and shape the future of the firm
  
  
  

What you will do:

• Providing client service and Wealth Advisor and Senior Wealth Advisor support
• Managing financial plans to include data inputs and design
• Generating reports used for the client portfolio analysis to include third-party research
• Providing marketing support to include presentation design and construction
• Managing CRM database
• Providing support with internal client service and education (non-wealth management staff)
  
  
  

Position Requirements

• Bachelors Degree, preferably in Finance
• Intermediate level computer/software skills/experience, including Microsoft Office applications
• Ability to learn new software systems quickly
• Knowledge of and experience with database functions
• Demonstrate progressive ability to work independently requiring less and less supervision by more experienced staff
• Ability to excel at details, multi-tasking and working under pressure
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
• Effectively presents information and responds to questions from internal and external client
  
  
  

Preferred Qualifications:

• Master’s degree in Finance or related field
• CFP certification
• 1 or more years of directly related experience in financial advising
  
  
  

About the Organization Your future, our focus! If you're looking to join a firm that is as committed to you as we are to our clients, keep reading! At PBMares you'll find great people, challenging work, rewarding opportunities and a culture that embraces integrity, creativity, and teamwork. We're a perennial top-100 firm according to Inside Public Accounting and Accounting Today recently named us one of the fastest growing firms overall. Continuous learning, work-life balance, and challenging opportunities are just a start. We're over 300 strong in 12 offices across Virginia, Maryland, and North Carolina and we are looking for new teammates.

EOE Statement Our Firm’s policy is to provide equal opportunity for employment to all individuals regardless of their race, color, religion, sex, national origin, age, genetic information, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local laws.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

This contractor and subcontractor shall abide by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.

Must be authorized to work in the United States permanently without the requirements of sponsorship at any point in the future.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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