What are the responsibilities and job description for the Associate Wealth Advisor position at DWC CPAs and Advisors?
Join Our Team and Unleash Your Potential!
DWC CPAs and Advisors is on the lookout for passionate and talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm. We are actively seeking individuals who aspire to grow both personally and professionally and are dedicated to making a positive impact on our team, clients, and communities.
Associate Wealth Advisor
Compensation:
Pay: From $90,000 to $110,000 per year (based on experience)
Position Type: Full-Time Exempt
In compliance with the Colorado Equal Pay Act, Compensation Differentials for this position are based on education, experience, training, and geographic location, as well as DWC's seniority and merit systems.
Job Responsibilities:
- Deliver "Wow Service" to clients, resulting in direct referrals.
- Analyze clients' financial information to develop strategies and recommend financial products that meet their objectives.
- Exude confidence and professionalism with clients, prospects, and Centers of Influence (COIs).
- Schedule and conduct client meetings with clear deliverables, both online and in-person.
- Take initiative in addressing client needs and managing expectations with team support.
- Prepare comprehensive financial planning deliverables, focusing on minute details.
- Complete all wealth advisory tasks with team collaboration.
- Work with MoneyGuidePro to develop financial plans and recommendations.
- Handle administrative duties, including scheduling meetings, preparing documentation, and maintaining client records.
- Ensure all activities comply with laws and regulations, assisting in compliance report preparation.
- Build and maintain a strong network and develop ongoing relationships with COIs.
- Actively build relationships with firm professionals and train them in wealth advisory aspects.
- Maintain a social presence through volunteering or joining charitable organizations.
- Keep the team aligned with the firm's strategic initiatives.
- Create clear guidelines for timelines and workload management.
- Follow firm processes and procedures for servicing clients and prospecting future clients.
What We're Looking For:
- A four-year college degree is required.
- Following designations are preferred but not required: CERTIFIED FINANCIAL PLANNER™ (CFP®); Certified Public Accountant, Personal Financial Specialist (CPA, PFS); Certified Financial Analyst (CFA).
- Preferred to have 2 years of experience as an Associate Wealth Advisor, Client Services Manager or related position.
- Team player with a high degree of self-confidence.
- Ability to manage multiple tasks with competing deadlines.
- Ability to function well in a high-paced and at times stressful environment.
- High level of integrity and the ability to keep information confidential.
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial future
Why Join Us:
DWC is about YOU. YOU inspire us. YOU motivate us. YOU move us.
Make YOUR Connections. Live YOUR Experiences. Find YOUR Purpose. Come Thrive With US!
Benefits:
- Competitive pay
- Medical, dental, & vision
- 401k plan with employer match
- Health Savings Account (HSA) with employer contribution
- Limited Flexible Spending Account (FSA) and Dependent Care FSA with employer match
- Generous Paid Time Off (PTO) and PTO advance on first day
- Paid holidays
- Professional development support
Learn more about how we take care of our team on our Careers Page: https://dwcadvisors.com/careers/
About Us:
At DWC, we cherish our team members and appreciate their dedication to each other, our clients, and the communities we serve. We firmly believe in taking care of our employees by offering competitive living wages, comprehensive benefits, and various other gestures that demonstrate our genuine appreciation and concern for your overall well-being, both in your successful career and your family/home-life. Your personal success is significant, and we are here to support you every step of the way.
Salary : $90,000 - $110,000