Client Advisor Associate @ Mission Wealth 01/23/2020
Date posted: Jan. 23, 2020
We’re hiring a polished, growth-minded Client Advisor Associate to join our award-winning team. If you’re ready to elevate your career with a leading wealth management company with over 98% client retention rate and a commitment to giving back, let’s go! Our ideal candidate is a financial professional with hustle and a couple years of experience working in a wealth management supportive role or a recent graduate looking to become the next generation of planners. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your proven success in a demanding supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP!
As Client Advisor Associate, your service-oriented nature and impeccable attention to detail are key in this position supporting your Lead Advisor and two Client Advisors. Interacting with high net worth individuals, executives, business owners, and families, you’re confident in being yourself and possess a high emotional IQ. You’re articulate, polished and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.
Day-to-Day:
•Work with a high-performing & growth-orientated team (Flagship office in Santa Barbara with established officescountrywide and forthcoming locations in Orange County and San Diego)
•Provide technical financial support to clients and advisors
•Create and present client presentations
•Participate in client meetings: Conduct data gathering, case design and scenario building
•Manage ongoing client service while taking on new clients
•Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to workeach day
•Grow yourself personally and professionally with the support of your team and upper management with the goalto advance into a Client Advisor role after succeeding in the supporting Associate position
•Be financially rewarded for putting in the hard work
What You Bring:
•2+ years’ proven experience in a financial support role, ideally within wealth management
•Bachelor’s Degree in Finance, Business or Economics and a desire to achieve the Certified Financial Plannercertification, and potentially the Chartered Financial Analyst designation
•Excellent attention to detail, multi-tasking, and time management skills
•Strong knowledge base across investments, economics, accounting, and financial planning
•Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
•Familiar with Salesforce, MoneyGuidePro, AdvisorView and Morningstar
•Outstanding ability to communicate, present and influence your team and clients
•A sincere desire to make a difference not only in your clients’ lives, but in the world demonstrated through yourown volunteer journey
Next step? Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management.
Contact:
Jaclyn Strong,Tutti Quanti | Recruiter, Jaclyn@tuttiquanti.us
Be sure to share and one of your favorite volunteer projects too! We offer a competitive salary, team-based bonus plan, medical/dental/vision benefits, 401(k) and wellness packages plus education scholarships and financial support with CFP prep programs, the CFP exam, and industry conferences.