Wealth Advisor

Altus Wealth Group; Colorado Springs (CO); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

Altus Wealth Group in Colorado Springs, CO seeks a Wealth Advisor to join our team and support client advisory, investment management, and administrative client service tasks. This role partners with Senior Advisors to deliver our distinctive client experience across life and legacy planning, sophisticated investment solutions, and risk and tax planning.

You will work closely with a team of wealth management professionals to provide best-in-class service, coordinate new client account processes,

Qualifikationen

• Four-year college degree (Finance, Business or Economics preferred).
• Professional Financial Designation (CFP®, CFA, or Series 65/66, or equivalent work experience) preferred.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and interpersonal skills.
• Proficiency in Microsoft Office applications, with strong Excel skills preferred.
• Minimum of two years’ experience in the financial services industry preferred.
• Resonates with AWG Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

Aufgaben

• Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
• Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
• Providing direct support to other advisors and staff in daily aspects of client service, advising, and financial planning
• Assist with business development efforts
• Coordinating timely investment process of new client accounts within internal guidelines
• Responsibility for client data in various systems including financial planning software, CRM and portfolio management systems.
• Developing in depth understanding of portfolio construction and risk management
• Communicating with separate account managers regarding client service issues
• Other duties as assigned
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Kenntnisse

Excellent communication

Interpersonal skills

Organizational skills

Analytical skills

Team collaboration

Ausbildung

Bachelor’s degree in Finance/Business/Economics

Tools

Excel

MS Office

Jobbeschreibung

We are currently seeking qualified candidates to join Altus Wealth Group as a Wealth Advisor in our Colorado Springs, Colorado office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Advisors and a talented team of wealth management professionals to deliver our one of a kind client experience: enhancing their lives through alignment of their wealth and what matters most. We do this through three key areas: life & legacy planning, sophisticated investment solutions, and risk and tax planning.

Responsibilities

• Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
• Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
• Providing direct support to other advisors and staff in daily aspects of client service, advising, and financial planning
• Assist with business development efforts
• Coordinating timely investment process of new client accounts within internal guidelines
• Responsibility for client data in various systems including financial planning software, CRM and portfolio management systems.
• Developing in depth understanding of portfolio construction and risk management
• Communicating with separate account managers regarding client service issues
• Other duties as assigned
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• Professional Financial Designation (CFP®, CFA, or Series 65/66, or equivalent work experience) preferred
• Excellent written and verbal communication skills
• Strong organizational, analytical, and interpersonal skills
• Ability to excel in a fast-paced, team environment
• Proficiency in Microsoft Office applications is a must, with strong excel skills preferred
• Minimum of two years’ experience in the financial services industry preferred
• Resonates with AWG Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service