What are the responsibilities and job description for the Associate Wealth Advisor position at Meta Wealth Advisory?
Job Summary
Join our growing team as an Associate Wealth Advisor, where you will play a vital role in supporting lead and senior wealth advisors guiding clients through their financial journeys. This position offers an exciting opportunity to collaborate with experienced professionals, develop comprehensive wealth management strategies, and deliver personalized financial solutions. Your expertise will help clients achieve their financial goals while expanding your knowledge of estate planning, investment management, and tax planning and related services. You have the opportunity to become an equity owner in MWA.
Responsibilities
- Assist in developing and updating tailored financial plans that incorporate estate planning, tax strategies, and investment management to meet client objectives.
- Support senior advisors in managing client portfolios by conducting research and financial and tax analysis using advanced financial software tools.
- Engage with clients to understand their financial needs, explain complex concepts such as securities law and wealth management strategies clearly and confidently.
- Contribute to the execution of cash management and banking services to optimize client liquidity and asset allocation.
- Maintain accurate records of client interactions, transactions, and portfolio performance for ongoing review and reporting.
- Stay informed about industry developments in asset management, public accounting, and financial services to provide current advice.
- Business development- every team member is expected to contribute to the growth of the firm. The more people we help, the more we improve our community.
Skills
- Exceptional ability to communicate with others.
- Foundational understanding of financial concepts including investment management, tax planning, and portfolio management.
- Proficiency in financial analysis, research methods, and the use of financial software platforms.
- Knowledge of estate planning tools such as wills, trusts, and estate law to support comprehensive client solutions.
- Excellent communication skills for customer relationship management and sales activities.
- Familiarity with securities law, banking regulations, and technical accounting principles relevant to wealth management.
- Ability to interpret complex financial data with precision using math skills and analytical thinking.
- Experience or background in public accounting or corporate accounting is advantageous for understanding diverse client needs. This role offers a rewarding opportunity for motivated individuals eager to grow within the wealth management field while making a meaningful impact on clients' financial futures.
Pay: $60, $105,000.00 per year
Work Location: In person
Salary : $105,000