What are the responsibilities and job description for the Associate Advisor position at Stratos Wealth Partners LLC?
At Weave Wealth Partners, we focus on bringing together all aspects of our clients’ financial lives. Our experienced team works to coordinate comprehensive wealth strategies.
This is a unique opportunity for someone who is passionate about helping people achieve their dreams and is eager to learn the world of financial planning, trading, and investing.
The individual hired will be mentored directly by lead advisors, gaining hands-on experience and insight within a collaborative, experienced team culture. If you are looking to build your career in wealth management with the support of dedicated mentors, consider joining Weave Wealth Partners.
This is a salaried position with no new business development requirements. Licensed individuals preferred or willingness to obtain within the first 6 months.
Job Responsibilities
Work with the Lead Advisor to deliver impactful client meetings, including preparation, presentations, report generation, and client follow-up.
Assist lead advisors with all operational aspects of client account and relationship management.
Develop a thorough understanding of each client's financial situation to help create comprehensive financial plans.
Enhance the client service experience by deepening relationships and customizing solutions to help clients achieve their financial goals.
Continually improve processes and procedures to provide enhanced client service.
Help provide both verbal and written plans to communicate recommended solutions following firm guidelines.
Promote professional development by maintaining an in-depth understanding of financial planning, capital markets, and the financial services industry.
Stay abreast of significant changes or developments (e.g., taxation, regulatory, legal, competitive, and technical) within investments and financial services.
Competitive salary and potential growth bonus structure offered.
Key Competencies
Minimum of two years of related financial planning and client relationship management experience with an RIA, wire house, or insurance broker-dealer preferred, OR a recent college graduate with a degree in financial planning.
Bachelor’s Degree in a related field of study.
FINRA Series 7 & 65 or willingness to obtain these licenses.
Exceptional client relationship management skills—both internal and external client facing.
Positive attitude with the ability to effectively manage change and adapt in a continually and rapidly changing environment.
Ability to meet deadlines, be very detail-oriented, and possess strong client communication skills.
Weave Wealth Partners offers generous employee benefits including 100% health insurance premium coverage for families, dental and vision insurance fully paid by employer, 10% 401(k) profit sharing match and unlimited PTO.
Salary : $65,000 - $80,000