Wealth Advisor: Craft Bespoke Client Wealth Plans

Altus Wealth Group; Colorado Springs (CO); Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

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,

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Excellent communication

Interpersonal skills

Organizational skills

Analytical skills

Team collaboration

Formation

Bachelor’s degree in Finance/Business/Economics

Outils

Excel

MS Office

Description du poste

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,