What are the responsibilities and job description for the Wealth Management Associate position at Owenby Jones Wealth Management, LLC?
Company Description Owenby Jones Wealth Management, LLC is a comprehensive wealth planning firm serving affluent individuals and families through personalized financial strategies. The team leverages more than 50 years of combined industry experience to provide thoughtful guidance tailored to each client’s unique financial circumstances and long-term goals. Founded by Jonathan Owenby, CRPC®, and Jeff Jones, CFP®, the firm is supported by a dedicated team focused on exceptional client service. Through hard work, transparent communication, and a collaborative approach, Owenby Jones Wealth Management builds lasting, multi-generational relationships, with many families partnering with the firm for over 15 years. The firm’s mission is to help clients navigate life’s opportunities and challenges so they can pursue true wealth with confidence.
Role Description The Wealth Management Associate is a full-time, hybrid role based in Chattanooga, TN, with some flexibility for work from home. This role supports financial advisors in delivering comprehensive wealth management services, including preparing financial plans, analyzing client portfolios, and assisting with investment recommendations. Day-to-day responsibilities include gathering and organizing client data, preparing meeting materials and reports, and maintaining accurate records in firm systems. The associate will respond to client inquiries, coordinate account servicing requests, and help ensure a smooth client experience through timely follow-up and proactive communication. The role also involves collaborating with team members on research, product due diligence, and ongoing process improvements to enhance client service.
Qualifications
- Strong foundation in Finance and Investments, with the ability to understand portfolios, market concepts, and wealth management strategies.
- Competence in Financial Planning, including data gathering, plan preparation, and support for retirement, tax, estate, and risk management analyses.
- Excellent Analytical Skills for interpreting financial data, identifying trends, and supporting recommendations with clear rationale.
- Effective Communication skills, both written and verbal, with a client-centered approach and the ability to explain complex concepts clearly.
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field preferred.
- FINRA securities and insurance licenses (or willingness to obtain within a defined timeframe) are beneficial.
- Proficiency with Excel and financial planning or CRM software; strong attention to detail and organizational skills.
- Demonstrated integrity, discretion with confidential information, and a commitment to long-term client relationship building.