Associate Wealth Advisor

About Apella

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.

Founded in 2014, we are growing rapidly with more than $10B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.

Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.

We compete for talent.

We owe it to our clients and our co-workers to find the right people for them and us. At Apella, we do meaningful financial planning with people we genuinely enjoy working with.

The Role

As an Apella Associate Wealth Advisor, you’ll serve as a financial advisor to clients under the direct supervision of a seasoned team of wealth advisors. You will be charged with assisting these experienced advisors as they lead client relationships and deliver holistic financial advisement across retirement planning, investments, tax planning, estate management, and insurance while learning the best practices and operating methods across Apella’s entire spectrum of client offerings.

This is a rare opportunity to step into a well-supported, high-trust financial planning role within a national, fee-only RIA. You’ll receive unparalleled training and education into the best practices of financial planning and how to leverage all the technological and financial resources that comes with being an Apella Advisor.

Our advisors are empowered to focus on planning and relationships, not sales quotas or administrative overload. As such, we seek individuals aligned with our culture and who look forward to working closely with a collaborative support team led by seasoned CFP® practitioners and leaders in the profession.

Where you’ll work:

This role will be located on our Reston, VA -based team and be expected to be available for in-person meetings with clients and Apella personnel.

What you’ll be responsible for:

• Develop client relationships with empathy, transparency, and fiduciary care
• Create a high-trust relationship and unparalleled white glove experience for every client
• Leverage Apella advisor support teams to achieve client objectives across Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning
• Assist with the leading of client calls both in-person and virtual as required
• Facilitate new client relationships through networking, firm marketing, and referral management
• Participate in firm-wide talent development initiatives to grow your professional capabilities
• Work with your dedicated operations team to ensure client retention and satisfaction
• Collaborate with firm leadership and SMEs (i.e. CPAs, estate lawyers, etc) to evolve client offerings

What qualifications we’re looking for:

• At least 1-3 years of financial planning industry experience
• Candidates must have a four-year degree and commit to pursuing a CFP® certification
• Experience in estate, tax, retirement, insurance, investment, and CF/capital needs planning analysis
• Excellent written and oral communication skills; strong listening skills; professional demeanor
• Strong organizational, prioritization and project management skills
• Ability to multi-task and manage time effectively in a fast-paced environment
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
• Eager to learn and able to adapt quickly to multiple technology platforms and rapid change

What we offer:

A base salary range of $70K - $80K with discretionary bonus and a career pathway to owning your own book of client business where you’ll be able to participate in our Grid compensation rewards program.

A comprehensive benefits package including:

• Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
• 401(k) retirement plan with company match to help you achieve your financial goals
• Unlimited paid time off (PTO) policy to ensure you have time to rest and recharge when needed
• Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
• Maternity/paternity leave programs and adoption assistance support to help you start a family
• Continuing education and certification fee reimbursement for professional development
• Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
• Most importantly: The chance to help shape the future of a growing regional team and firm

Apella Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Apella Capital offers competitive salaries and benefits to full time employees (30 hours per week or more) that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment.

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