What are the responsibilities and job description for the Associate Wealth Advisor position at MKD Wealth?
Associate Wealth Advisor
MKD Wealth | Troy, Michigan
MKD Wealth is a privately held wealth management firm serving business owners, corporate executives, and high-net-worth families. We are seeking a full-time Associate Wealth Advisor to serve an existing book of clients (typical client net worth between $1-$3 million). The Associate Wealth Advisor serves a critical role in supporting the advisory team by preparing plans, evaluating planning opportunities, and coordinating implementation of recommendations. This role is designed for someone who has experience preparing financial plans and is soon looking to transition to a lead advisor.
In your application submission, please include a separate attachment that includes a short paragraph (no more than 5-6 sentences) answering the following: a client asks if he/she should convert their traditional IRA to a Roth IRA this year. How would you respond?
Key Responsibilities
- Prepare client meeting materials and financial plan updates
- Communicate with clients and other professional advisors
- Participate in client meetings by delivering planning results and recommendations
- Ability to translate complex financial concepts into understandable recommendations in the following areas: investment, income, estate, retirement, and education planning
- Coordinate and execute on post-meeting tasks and projects
Qualifications
- Bachelor’s degree or comparable industry experience
- 3 years of experience in financial planning or wealth management
- Must have CFP® designation or prerequisites already completed to sit for the board exam
- Excellent communication and interpersonal skills
- Experience reviewing personal tax returns and estate plan documents
- Possess organizational skills and high attention to detail
- Experience with eMoney, BlackDiamond, Holistiplan, and RedTail a plus
What We Offer
- Competitive salary and performance-based quarterly bonuses
- 401(k) plan with company match
- Health and dental insurance, FSA, life insurance, and short and long-term disability insurance
- Paid time off and NYSE market holidays
- A company culture dedicated to maintaining work-life balance with a hybrid work model
- Collaborative and supportive work environment with opportunities for career growth