Wealth Advisor Associate

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    "requisitionDescription": "<div><p id=\"isPasted\">As a Barron&rsquo;s Top 100 RIA firm and voted <em>Best Places to Work</em> by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded <strong>Wealth Advisor Associate</strong> to join our award-winning team! &nbsp;If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let&rsquo;s go! &nbsp;Our ideal candidate is a financial professional with hustle and a couple of years of experience working in a wealth management supportive role. &nbsp;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. &nbsp;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!</p><p>As a Wealth Advisor Associate, your service-oriented nature and impeccable attention to detail are critical in supporting a Lead Advisor on business development efforts and two Wealth Advisors who are focused on delivering our comprehensive service model. &nbsp;Interacting with high-net-worth individuals, executives, business owners, and families, you are confident being yourself and you also possess a high emotional IQ. &nbsp;You&rsquo;re articulate, polished, and have an aptitude for financial vernacular. &nbsp; Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in &ldquo;their&rdquo; language. &nbsp;Your commitment to making a positive impact in other people&rsquo;s lives parallels your drive for personal and professional growth.</p><p>Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. &nbsp;Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients&rsquo; lives unfold and their needs evolve. &nbsp;This gives them the complete picture and confidence in their financial future. &nbsp;</p><p><strong>Day-to-Day as Wealth Advisor Associate:</strong></p><ul><li>Work with a high-performing &amp; growth-orientated team of advisors who are incentivized to develop <u>your</u> career</li><li>Provide technical financial support to clients&nbsp;</li><li>Create and deliver client presentations</li><li>Participate in client meetings: &nbsp;Conduct data gathering, case design, and scenario building&nbsp;</li><li>Manage ongoing client service, create sales presentations, and manage the process of onboarding new clients</li><li>Speak your mind, have your voice heard, innovate, and streamline existing processes</li><li>Grow yourself personally and professionally with the support of your team and upper management with the goal of advancing into a Senior Wealth Advisor Associate and then a Wealth Advisor role after succeeding in the supporting Associate position</li></ul><p><strong>What You Bring as Wealth Advisor Associate:</strong></p><ul><li>1-3 years of proven experience in a financial support role, ideally within wealth management</li><li>Desire to achieve the Certified Financial Planner or Chartered Financial Analyst designation</li><li>Excellent attention to detail, multi-tasking, and time management skills</li><li>Strong written and verbal communication skills required.</li><li>Strong knowledge base across investments, economics, accounting, and financial planning</li><li>Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis&nbsp;</li><li>Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers</li><li>Outstanding ability to communicate, present, and influence your team and clients</li><li>Must have Series 65 OR pass Series 65 exam within 90 days of employment and achieve the AWMA and AAMS designations within 9 months of employment</li><li>A sincere desire to make a difference not only in your client&#39;s lives but in the world, demonstrated through your own volunteer journey</li></ul><p><strong>Job Type</strong>: Full-time, salaried non-exempt</p><p><strong>Location</strong>: This position is based out of our office in Dedham, MA. <strong><em><u>This is an in-office position.</u></em></strong></p><p><strong>Salary</strong>: $80,000 base, plus annual bonus paid in quarterly increments</p><p>&nbsp;</p><p>Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. &nbsp;Be sure to share one of your favorite volunteer projects too! &nbsp;We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.&nbsp;</p></div>\n",
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