Associate Wealth Advisor

The role

The Associate Wealth Advisor provides support to high-net-worth clients by working with experienced Wealth Advisors. This role involves managing client relationships, assisting with operational needs, and participating in the advanced planning process.

What you will do

• Facilitates the client consulting process through preparation and follow-up.
• Supports Wealth Advisors in business development and organic growth.
• Executes client requests and updates client information.
• Prepares client meeting materials and attends meetings.
• Collaborates with financial planners to develop financial plans.
• Monitors client asset allocations, portfolio rebalancing, and trade recommendations.
• Manages completion of deliverables with internal and external parties.
• Provides documentation of client communication using CRM software.
• Serves day-to-day client needs.
• Provides reports to advisors and clients.

Required qualifications

• Bachelor’s Degree
• Five to ten years’ experience in the financial services industry
• Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro
• Proficiency in a CRM such as Salesforce
• Effective tax planning abilities within a wholistic wealth management plan
• Detail-oriented self-starter with problem solving ability, adaptability, and flexibility
• Effective speaking and presentation skills
• Excellent writing and math proficiency
• Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously
• Coachable with the ability to work in a team environment and independently
• Learning and development mindset and drive for continuous improvement
• Personal commitment to continuing education for professional development and growth

Nice to have

• Degree in Finance, Business, Economics, or a related field
• CFA®, CFP®, or CPA

Benefits

• Comprehensive Health, Dental, and Vision coverage
• 401(k) retirement plan with match and profit sharing
• Twelve paid holidays each year
• An extra vacation day during your birthday week
• Responsible Time Off Policy without annual PTO limits
• Paid sabbatical program of four consecutive weeks after seven years of service

About the company

Smithfield Trust, an affiliate of Waverly Advisors, focuses on serving clients, one another, and their communities through in-depth financial planning.