Associate Wealth Advisor: Path to Lead Advisor

Prescient Financial Solutions; Town of Brookfield (WI); In loco; USD 55.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus potential

Benefits

Descrizione del lavoro

Prescient Financial Solutions is seeking an Associate Wealth Advisor to join our collaborative team. You will work alongside seasoned Wealth Advisors to deliver personalized financial guidance, participate in client meetings, and help develop and implement comprehensive financial plans for a diverse client base.

The role emphasizes building trusted relationships, learning our planning processes, and gradually assuming greater ownership of client relationships and planning responsibilities toward

Competenze

• 2-5+ years of experience within wealth management or related financial services field.
• Bachelor's degree in Finance, Financial Planning, Economics, Business or related field preferred.
• CFP designation or progress toward CFP strongly preferred; Series 7 and 63 licenses (or ability to complete within 3 months).

Mansioni

• Partner with Wealth Advisors in managing and deepening relationships with assigned clients.
• Participate in client meetings, including preparation, financial planning discussions, and presentation of recommendations.
• Develop understanding of each client's financial situation, goals, and family dynamics.
• Gather and analyze client financial information to identify planning opportunities and risks.
• Assist in development, presentation, and implementation of comprehensive financial plans.
• Collaborate on retirement, investment, tax, estate, risk management, education, and cash flow planning.

Conoscenze

Client meetings

Financial planning

Relationship management

Team collaboration

Attention to detail

Problem solving

Communication

Formazione

Bachelor's degree in Finance/Financial Planning/Economics/Business

Descrizione del lavoro

Prescient Financial Solutions is seeking an Associate Wealth Advisor to join our collaborative team. You will work alongside seasoned Wealth Advisors to deliver personalized financial guidance, participate in client meetings, and help develop and implement comprehensive financial plans for a diverse client base.

The role emphasizes building trusted relationships, learning our planning processes, and gradually assuming greater ownership of client relationships and planning responsibilities toward