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Financial Advisor - Associate/Servicing Advisor Vallum Wealth Management Haddonfield, NJ Job Details Full-time $75,000 - $95,000 a year 20 hours ago Benefits Paid holidays Health insurance 401(k) Tuition reimbursement Paid time off 401(k) matching Professional development assistance Life insurance Qualifications Customer communication Spreadsheets Series 66 Research Series 7 Bachelor's degree Financial services Productivity software Data analysis software

Full Job Description Position Overview:

The Associate Advisor works directly with the Senior Advisor to assist with the wealth management and financial planning needs of clients. The Associate Advisor is an integral part of our team serving as the true connection between our clients, support team, and advisor. The Associate Advisor provides financial planning and investment management work, typically under the management of the Senior Advisor. In addition, the Associate Advisor will serve clients through conducting service/review meetings and handling service requests. Duties & Responsibilities Analyze and evaluate information to solve client issues responsibly. Conduct service meetings with existing clients. Conduct prospect meetings with referrals. If licensed, they can qualify prospects. Provide support for the financial planning needs of clients including: Conduct research as needed and work with client's other advisors (attorneys, CPAs, etc.) to obtain all necessary data for financial planning analyses. Prepare all retirement forecasts, cash flow analyses, education forecasts, insurance analyses, estate flows, etc. Identify areas of opportunity for clients based on financial planning analyses. Create drafts of financial plans. Prepare materials for client meetings; work with other team members to ensure client meetings are prepared for thoroughly and accurately. Communicate with clients to understand and address goals. Assist advisor with any issues surrounding client reporting and performance. Ensure accurate processing of client data in software systems utilizing; Redtail, RightCapital, Holistiplan. Perform special request analyses for clients (e.g., mortgage analysis, Social Security analysis, etc.). Assist with new client onboarding. Maintain accurate notes and records regarding client matters in Redtail. Keep team members adequately informed on all active and pending client matters. Ensure compliance with laws, regulations, and standards in decision-making processes. Lead weekly team meetings. Assist with special projects as needed. Qualifications Bachelor's degree preferably in business, accounting, finance, economics or related experience. Minimum of 3 years of industry-related experience. Series 7 and 66 licensed. Proficiency in Microsoft Office; to include intermediate knowledge of Excel. Other Skills, Experience & Attributes Excellent communication skills (verbal, written and listening). Demonstrates personal integrity, honesty and can deal with confidential information daily. Ability to deal with stress in an ever-changing investment market and financial services. Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems. Reliable, follows through on commitments, does not shrink from new challenges. Possesses a passion to help new and existing clients. Must be organized, detail-oriented and able to manage and prioritize tasks. Demonstrates a commitment to accuracy by delivering high quality work. Collaborative and able to work effectively with others. Flexible team player who is highly adaptable to change and open to new ideas. Demonstrated ability to work successfully in an entrepreneurial, small company environment. Uphold firm's purpose, vision and values. This is not a sales position. This is primarily a service position. Competitive compensation, between $75,000 and $95,000 based on experience, plus bonus potential.

Benefits include:

Retirement plan (401k) with employer match Medical stipend, life, and long-term DI insurance Paid time off and holidays Half day on Fridays during summer months Continuing education opportunities and career advancement Sponsorship towards advanced designations This is an in-office position with some remote work opportunities and only available once fully trained. To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal. We are working directly with a recruiter, so please do not contact our office. Please submit cover letter and resume in Word or PDF format. Instructions for applying for this position: Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Pay:

$75,000.00 - $95,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Life insurance Paid time off Professional development assistance Tuition reimbursement

Work Location:

In person