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WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning and builds relationships of trust and collaboration with our clients. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. As our business and team continues to grow, we are focused on hiring exceptional people. There is a continuous opportunity to help clients proactively, to be consultative with them, and to improve the business as a whole. We look for those with a proven record exhibiting those characteristics. We offer career growth and balance, as well as a benefits package including 15 days PTO, 8 paid holidays, a competitive base salary, health insurance benefits, a generous 401(k) profit share, and a trimester bonus based on growth and revenues. This is an opportunity to learn how to be an advisor in a complex and thoroughly meaningful way.
Position Overview
Your primary responsibility in this position is to support the Senior Wealth Advisors and to create and nurture long-term relationships and “WOW” our subscribers. You will anticipate needs, resolve problems, and follow through on agreed upon deliverables. You will provide consistent, accurate and timely results with research, meeting preparation, meeting attendance and note-taking, reporting, analysis, as well as input and management of the financial plan.
You will follow the highest standard of business and professional ethics, as well as legal and regulatory requirements. You are an excellent communicator that can grasp others needs and develop remarkable ways to fulfill them. You can move through your work efficiently while recognizing that the detail work in our business is critical. You have enough experience and/or common sense to know that the first answer isn’t always the right one and you are incredibly resourceful and thoughtful in all your interactions.
Primary Responsibilities
Qualifications
Full Time
$54k-72k (estimate)
05/27/2023
04/28/2024
talentlinksolutions.com
San Diego, CA
<25
The job skills required for Associate Advisor include Planning, Presentation, Initiative, Collaboration, Analysis, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Advisor positions, which can be used as a reference in future career path planning. As an Associate Advisor, it can be promoted into senior positions as a Career Services Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Advisor. You can explore the career advancement for an Associate Advisor below and select your interested title to get hiring information.