Are you a client advisor in search of a firm with outstanding career development? Do you have a passion for helping others reach their financial goals through strategic wealth management? Our rapidly growing wealth management practice presents a fantastic opportunity for hungry wealth advisors with exceptional follow-through and a passion for client service. From day one, you can make an impact and contribute to the department’s continued success!

Mowery & Schoenfeld’s fast paced and entrepreneurial energy provides a stimulating environment to service high-net worth individuals and families. Alongside our Managing Director of Wealth Management, this motivated self-starter will work closely with clients to provide comprehensive financial analysis and sound financial planning that align with their financial goals. Comfort with financial planning software and custodial platforms, as well as adaptability to learn new technology, is essential.

This opportunity requires high-level interpersonal skills in tandem with strong analytical skills. The primary focus of our Wealth Management Advisory Associate is continuous support of our clients and their individual financial planning strategies, through timely responses and strong communication skills. Successful execution or responsibilities will necessitate keen attention to detail, and clear verbal and written communication with a polished and friendly demeanor.

Responsibilities

• Educate clients on financial concepts and investment options to help them make informed decisions.
• Engage with existing clients to address their financial planning goals through building trust and maintaining strong relationships.
• Creation and presentation of comprehensive financial analyses and plans which demonstrate a strong understanding of each client’s needs.
• Stay current on trends in the economy, financial markets, and regulatory changes to ensure consistency in appropriate client recommendations.
• Department projects on an ad hoc basis

• Bachelor’s degree in Finance, Economics, or related field.
• 3 years of proven experience within a similar role.
• Series 65 licensure or eligibility to obtain this license within 6 months of hire.
• CFP certification or eligibility
• Experience with wealth management platforms; preferably, Tamarac, Envestnet, and Nitrogen
• Knowledge of Schwab and Fidelity custodial platforms
• Financial planning software knowledge such as MoneyGuidePro®.
• High-level client service skills and ability to explain complex financial concepts clearly.
• Strong written and verbal communication skills
• Acts with integrity and uses care with confidential information.
• Superior attention to detail
• Ability to work independently and collaborate within a team.
• Polished, yet approachable demeanor.
• Bilingual in Spanish is a huge plus!