2 Associate Wealth Advisor (Floating) Jobs in St. Louis, MO

SORT BY

SET JOB ALERT

OFF

Details...

Associate Wealth Advisor (Floating)

Buckingham Wealth Partners

St. Louis, MO | Full Time

$58k-82k (estimate)

4 Months Ago

Wealth Advisor, Schwab Wealth Advisory (STL)

Charles Schwab

St. Louis, MO | Other

$60k-88k (estimate)

1 Month Ago

Associate Wealth Advisor (Floating)

$58k-82k (estimate)

Full Time 4 Months Ago

Save

Sorry! This job is no longer available. Please explore similar jobs listed on the left.

Buckingham Wealth Partners is Hiring a Remote Associate Wealth Advisor (Floating)

Overview:

The Floating Associate Wealth Advisor is an exciting opportunity to partner with multiple advisors, teams, and offices on financial planning needs for their clients. This individual will be tasked with spending anywhere from a weeks to a few months on a team throughout the country, depending on team capacity needs. The individual will need to be a self-starter, organized, and actively participate in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.

Essential Duties and Responsibilities

Eagerness to engage and immerse within different advisory team across the country
Able to assist AWAs at Buckingham for training on internal systems
Possible resource for the Learning & Development and Onboarding & Integrations department for training new associates and offices
Develops a mastery of Buckingham’s evidence-based investment philosophy
Identify advanced planning opportunities
Standardize and follow Buckingham best practices for the client experience
Create, edit, and present financial plans and reports through Money Guide Elite, Orion, and Holistiplan
Ability to business develop in a team environment
Creates and implements a personalized Investment Policy Statement and holistic investment strategy for each client
Independently interact and communicate with clients as well as lead client meetings
Lead a select number of client relationships
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
Determine asset allocation based on clients’ needs, willingness & ability to take risk
Diligent recording of client communication and information within client relationship management platform
Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service
Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner

Basic Qualifications

Three-plus years of direct client-facing experience
Strong interpersonal communication skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Bachelor’s Degree, relevant financial planning degree preferred
Clean U4
CFP, CFA or CPA/ PFS designation obtained
Series 65 within 120 days of employment

Buckingham’s Compensation and Benefits

This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.
Buckingham employs more than 600 associates in over 50 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.

Buckingham’s Awards & Accolades

Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017
Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017
Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
Top Registered Investment Advisers, Financial Times, 2020, 2019
Top 100 Wealth Managers, Forbes, 2015
Top Grower in Missouri in 2022, Citywire RIA
No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

Job Summary

JOB TYPE

Full Time

SALARY

$58k-82k (estimate)

POST DATE

12/03/2023

EXPIRATION DATE

04/04/2024

WEBSITE

buckinghamwealthpartners.com

HEADQUARTERS

Saint Louis, MO

Related Companies

The following is the career advancement route for Associate Wealth Advisor (Floating) positions, which can be used as a reference in future career path planning. As an Associate Wealth Advisor (Floating), it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Wealth Advisor (Floating). You can explore the career advancement for an Associate Wealth Advisor (Floating) below and select your interested title to get hiring information.