What are the responsibilities and job description for the Investment Advisor Rep position at Next Up Wealth Advisors, LLC?
Company Description Next Up Wealth Advisors, LLC is a client-focused wealth management firm dedicated to helping individuals, families, entrepreneurs, and business owners make informed financial decisions. The firm combines disciplined investment management, comprehensive financial planning, and thoughtful risk oversight to design strategies tailored to each client’s goals and circumstances. Its approach is grounded in evidence-based research and practical experience, with a strong emphasis on what matters most to the people it serves. As clients’ lives evolve, Next Up Wealth Advisors provides guidance through key opportunities and transitions, helping ensure financial strategies stay aligned with their envisioned future.
Role Description This is a full-time, on-site Investment Advisor Representative role based in Scottsdale, AZ. The Investment Advisor Rep will meet with clients to understand their financial goals, gather and analyze financial information, and develop customized financial plans and investment strategies. Responsibilities include constructing and monitoring portfolios, performing ongoing portfolio reviews, and making recommendations based on market conditions and client objectives. The role involves proactive client communication, including regular check-ins, reviewing life changes, and adjusting strategies as needed. The Investment Advisor Rep will also assist with preparing client reports, coordinating with internal teams and custodians, and ensuring compliance with regulatory and firm standards in all advisory activities.
Qualifications
- Strong skills in Financial Planning and Finance, including analyzing client information, creating comprehensive plans, and understanding tax, retirement, and estate considerations.
- Proficiency in Investments and Investment Strategies, with the ability to construct, monitor, and reb