Remote Associate Wealth Advisor – Growth Path

Silversmith Capital Partners; Walnut Creek (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Employer-sponsored health insurance

401k with 5% match

Attractive total compensation package

Job summary

Silversmith Capital Partners is looking for an Associate Wealth Advisor to join the Client Services Team. This role offers a unique opportunity to work closely with experienced Wealth Advisors, assisting clients in maximizing their wealth potential.

You will support the advisory team by organizing client meetings, helping develop financial plans, and ensuring exceptional client service. Candidates with a background in financial planning and strong communication skills will thrive in this collaborative environment.

Qualifications

• Series 65 license required.
• CFP® certification preferred.
• Three years of experience in wealth management preferred.

Responsibilities

• Assist the advisory team in meeting clients' needs.
• Organize and schedule client appointments.
• Prepare and follow up on financial plans.

Skills

Analytical skills

Client service orientation

Communication skills

Detail-oriented

Problem-solving skills

Education

B.A. or B.S. in Financial Planning, Finance, Accounting, or Economics

Tools

Salesforce

MoneyGuidePro

Orion

Fidelity WealthScape

Job description

Silversmith Capital Partners is looking for an Associate Wealth Advisor to join the Client Services Team. This role offers a unique opportunity to work closely with experienced Wealth Advisors, assisting clients in maximizing their wealth potential.

You will support the advisory team by organizing client meetings, helping develop financial plans, and ensuring exceptional client service. Candidates with a background in financial planning and strong communication skills will thrive in this collaborative environment.