Associate Advisor
Maslow Wealth AdvisorsAustin, TX, United States- Full-time
Job Title : Associate Advisor
Reports To : Manager, Advisors
Job Description : Successful candidate will be an integral part of firm's advisory and client experience team. He / She will :
- Assist Senior Advisors with providing valuable advice to clients through creating holistic financial plans and investment education.
- Assist Senior Advisors with building trust in client relationships through successful completion of client meeting follow-up items.
Accountable for :
o Gathering and inputting information related to client's net worth, income, expenses, and goals.
Desired Skill Competencies :
o Desire to learn about financial planning and investment management concepts.
o Ability to become proficient in new technologies.
o Desire to learn effective communication and presentation skills.
o Ability to understand and execute on variable and complex client deliverables.
o Ability to compile and organize personal financial information for financial planning.
o Ability to break down complex concepts into simple explanations for clients.
o Ability to communicate intricacies of financial planning to Senior Advisors.
o Ability to collaborate with team members to produce client deliverables.
Desired Behavioral Competencies :
o Ability to understand your impact on other team members.
o Ability to understand your own strengths and weaknesses.
o Ability to bring a sound knowledge of the industry / clients to bear on the strategic thinking process.
o Ability to stay strategic, results-oriented, and productive and still do justice to the complexity of issues and views of others.
o Ability to solicit and act on constructive feedback.
o Challenge oneself with tough assignments.
o Demonstrate resilience and courage in the face of setbacks and opposition.
Required Qualifications :
Expected Outcomes :
Performance Metrics :
o Contribution to continuous improvement of the client experience and associated processes
o Attitudes that demonstrate firm core values
o Teamwork
o Obtain CFP® (Certified Financial Planner™) certification
o Number of clients / assets in support role
o Meeting personal goals (i.e. obtaining credentials, developing expertise in a particular area, etc.)
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Associate Advisor • Austin, TX, United States
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