Associate Wealth Advisor

Company: Kestra Financial Independent Advisor
Location: Grapevine
Posted on: March 18, 2020

Job Description:

Waterworth Wealth Advisors was founded with one principle in mind - to help our clients achieve the financial goals that are most important to them through a financial advisory partnership built on integrity and trust.

We are looking for an Associate Wealth Advisor to join our team.

General Description:

• Collaborates with the lead advisor to service and grow existing client relationships
• Participates in activities and initiatives that improve the capabilities and market position of the firm
• Career path to lead advisor
  Responsibilities:
  
  • Independently service existing clients and maintain strong relationships with clients
  • Planning, analysis, investment, and other decisions that affect the client relationship; consults with lead advisor on complex or potentially risky decisions
  • Schedule and attend client meetings with the lead advisor
  • Grow existing relationships by adding more assets under management, identifying opportunities for more services, and identifying referral chances
  • Specific advisory work may include, but is not limited to:
  • Preparing and updating financial plans, action plans, and CRM
  • Developing asset allocation strategies and investment policy statements
  • Rebalancing portfolios
  • Advising clients on appropriate financial solutions given their plan
  • Conducting new client orientations and quarterly reviews
    
    Requirements
    
    
    • Client first mindset
    • Excellent communication and listening skills
    • College degree
    • Credentialed (or soon to be credentialed) Financial Professional with 5 plus years of experience
    • Experience with retirement, tax, estate, insurance planning
    • Tech Savvy with command of Office Suite and financial planning software
    • Strong analytical and planning skills
      
      Benefits
      
      For many, the fast pace of daily life doesn't leave time to tackle the ongoing and complex responsibilities that accompany success and stewardship. The representatives of Waterworth Wealth Advisors provide a financial service that save our clients time, energy and expense, and most importantly, helps enable them to become more successful in the achievement of their goals.
      
      We are an independent firm specializing in Wealth Management and Financial Planning for affluent families, professionals, business owners and retirees - Our Clients Come First! If you are energetic, collaborative, client focused and want grow your career with a firm committed to excellence send us your resume!

Keywords: Kestra Financial Independent Advisor, Grapevine , Associate Wealth Advisor, Other , Grapevine, Texas