Associate Wealth Advisor

Job Description

Job Description

Description :

Due to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage client relationships and actively participate in the advanced planning process to address investing, retirement, estate planning and tax planning. The Associate Wealth Advisor is an integral member of the team responsible for helping to deliver an outstanding client experience.

Who we are :

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 45 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work / life balance a priority.

What you will do :

• Learn and master investment philosophy and evidence-based investing.
• Assist the consulting process through the preparation and follow-up of each step of the client experience and actively participate in client meetings
• Create and update financial plans using MoneyGuide Planning Software
• Support day-to-day client needs and collaborates with team members
• Manage client onboarding process, schedule client meetings, and prepare all documents for on-going client reviews
• Maintain Redtail CRM by updating notes and contact information
• Provide operational support
• Interact with back-office support to facilitate completion of forms and account creation

What we look for :

What we offer :

Requirements :