Associate Financial Advisor

Job Description

Job Description

The Company

Brown|Miller Wealth Management, a fee-only, independent, privately-owned Registered Investment Advisory firm based in the Washington, DC area, is seeking an experienced Associate Financial Advisor (AFA) to join their rapidly growing boutique wealth management team.

At Brown|Miller Wealth Management, our mission is to be an industry-leading wealth management firm providing clients with exceptional advice and service. A values-based organization, we strive at all levels to meet our values of Excellence, Respect, Ownership, Integrity, and Teamwork. Our team works collaboratively to deliver excellence in every aspect of the client experience. We work to be recognized as a client-centric fiduciary providing objective and independent advice, service, and solutions always in the best interest of our clients.

Brown|Miller Wealth Management is committed to supporting the continued professional growth of our team members. Group meetings, individual coaching and education opportunities are designed to help team members grow towards their full potential. We welcome highly motivated candidates with a desire to deliver successfully, learn new skills, assume additional responsibilities, and advance their career.

The Position

The AFA role is an entry-level financial advising position that provides exposure and practical experience to all aspects of client service, planning, and advisory. This is an apprenticeship to become a Financial Advisor.

Throughout the tenure of employment, the AFA must be willing to learn and strive to continuously improve personally and professionally. You must display sincere interest, respect, and desire to identify clients’ needs and help improve their financial lives. As a team player and part of a growing firm, the AFA must show respect, a willingness to collaborate with a team. Finally, they must uphold compliance, ethics, and the firm’s integrity always.

Responsibilities

Client service responsibilities of Associate FA include but are not limited to :

• Consistently delivers superior and proactive client service. Actively responds to incoming emails, phone calls, and requests from clients. Creates and follows own action plans / tasks based on client needs and requests.
• Focuses on complex and multi-step client account updates and asset movements, including new household relationships, trust management, account transfers, and deceased processing.
• Prepares, sends, and processes account documents.
• Enters securities trades and processes order corrections.
• Assists with active communication with clients and reaches out to correct any items needed. Keeps clients aware of any longer-term project status.
• Special projects as needed.

Financial Adviser support responsibilities of Associate FA include but are not limited to :

Qualifications

Salary & Benefits

More about the firm : The Brown|Miller Wealth Management team has been providing financial advisory services to clients for over 32 years. We specialize in working with high net-worth individuals, businesses, endowments, and foundations to help them simplify their complex financial needs. Our highly regarded wealth management team built their clientele during their time working for A.G. Edwards and Sons, Wachovia Securities, and Wells Fargo Advisors before launching our independently owned firm, Brown|Miller Wealth Management, LLC.

#IND1