Associate Wealth Advisor

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Scottsdale.

Mission

:To elevate every client interaction through exceptional preparation, follow-through, and responsiveness—freeing the Lead Advisor to focus on deep relationships and growth while building the skills, judgment, and capacity to become a trusted wealth advisor

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Result

• s:Advisor Time Is Meaningfully Leverag
• edClient Meetings Run Smoothly and Professional
• lyAdvisor Capability Is Being Bui

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Key Ski

• llsFinancial Planning Fundament
• alsAbility to understand and apply core planning concepts (retirement, cash flow, insurance, education, estate basics) to support client recommendatio
• ns.Investment Analysis & Portfolio Supp
• ortAbility to analyze portfolios, understand asset allocation, performance reports, and investment strategy (including DFA-style evidence-based investin
• g).Tax Planning & Tax-Aware Analy
• sisAbility to prepare and interpret tax projections, identify planning opportunities, and coordinate effectively with the internal tax te
• am.Client Meeting Preparation & Agenda Des
• ignSkill in translating complex client data into clear, organized meeting agendas and materials that support effective conversatio
• ns.Post-Meeting Execution & Follow-Through Managem
• entAbility to track, manage, and complete action items accurately and on time without reminde
• rs.Attention to Detail & Quality Cont
• rolConsistent accuracy in numbers, documents, and recommendations; ability to catch errors before they reach clien
• ts.Clear Written Communicat
• ionAbility to summarize meetings, action steps, and planning concepts concisely and professionally for internal and client-facing u
• se.Advisor Support & Anticipat
• ionSkill in anticipating the Lead Advisor’s needs, proactively preparing materials, and identifying gaps before being ask
• ed.CRM & Client Data Managem
• entProficiency in maintaining accurate, up-to-date client information, tasks, and notes within the firm’s CRM and planning syste
• ms.Financial Planning Software Proficie
• ncyAbility to work effectively within financial planning tools used by the firm (e.g., MoneyGuide Pro, Asset Map, Advyzon) or equivale
• nt.Investment & Custodial Platform Navigat
• ionAbility to navigate custodial and portfolio systems (e.g., Schwab Advisor Center, Advyzon) or equivalent to support analysis and reporti
• ng.AI Proficiency for Advisor Lever
• ageAbility to use AI tools responsibly and effectively to improve meeting preparation, summarization, analysis, documentation, and process efficiency while maintaining accuracy, confidentiality, and professional judgme

nt.Key Responsibilit

• iesClient Meeting Preparation Owners
• hipOwn the end-to-end preparation of all client meeting materials, including agendas, planning updates, investment and tax analyses, ensuring meetings are fully prepared in advan
• ce.Post-Meeting Follow-Through Execut
• ionOwn all post-meeting documentation, action items, coordination, and follow-up to ensure timely, accurate completion without requiring reminde
• rs.Advisor Leverage & Supp
• ortProactively anticipate the Lead Advisor’s needs, remove prep and execution burden, and ensure the Lead Advisor can focus on high-value client conversations and firm grow
• th.High-Touch Client Support Between Meeti
• ngsRespond to client needs, requests, and questions between meetings through research, consultation with internal team members, and independent judgment, delivering timely, thoughtful, high-touch service that wows clients while leveraging the Lead Advisor’s ti
• me.Cross-Team Coordinat
• ionCoordinate effectively with operations, tax, and other team members to ensure seamless execution of client strategies and commitmen
• ts.Process Improvement & Efficie
• ncyContinuously identify, suggest, and help implement improvements to meeting preparation, follow-through, and advisor-support processes to increase efficiency without sacrificing quali

ty.
Location: 2-3x a week in Scottsdale of

ficeSalary: 70