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Associate Private Wealth Advisor - Irvine, CA

Company: Claire Myers Consulting
Location: Irvine
Posted on: March 12, 2023

Job Description:

Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.They are adding an Associate Private Wealth Advisor to the firm.Responsibilities

  • Participant in all client meetings alongside the Sr. Advisor
  • Client on-boarding: Document gathering, underwriting support, etc.
  • Process all paperwork as it related to insurance and investments
  • Prepare client annual review information, planning analysis and investment/ advisory proposals, sales illustrations and proposals
  • Financial plan case preparation for the Sr. Advisor
  • Manage clients, notes, updates, and follow-ups in CRM
  • Oversee and participate in marketing initiatives including social media planning, branding, website, and other opportunities
  • Call clients as needed to schedule them with the advisor
  • Run performance reports in company systems
    • 1-3 years in a client facing role
    • 3+ years of financial planning experience
    • Understanding of the financial planning industry
    • Series 6 & 63 or Series 7 Licenses (preferred)
    • Extremely high attention to detail
    • Ability to communicate clearly and effectively
    • Ability to make recommendations based on the outcomes of financial meetings
    • Accuracy and care for legal documents and confidentiality of clients
    • Appreciation for a compliance-rich environment
      • Base salary is $90,000-$100,000 based on experience. $110,000-130,000 overall compensation.

Keywords: Claire Myers Consulting, Irvine , Associate Private Wealth Advisor - Irvine, CA, Other , Irvine, California

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