Jobs
>
Scottsdale

    Stoker Ostler Wealth Advisors seeking Associate - Scottsdale, United States - Financial Planning Association

    Financial Planning Association
    Financial Planning Association Scottsdale, United States

    2 weeks ago

    Default job background
    Description


    An Associate with Stoker Ostler Wealth Advisors provides administrative and operational support for one or more Portfolio Managers in the delivery of financial and investment planning and advice to deliver an exceptional customer experience.

    Works collaboratively within the assigned teams.

    Primary responsibilities include each of the following:

    Meetings:
    schedule client meetings, prepare client meeting materials, and complete follow up items. Update CRM accordingly.

    Client Service:

    Prepare new account applications, handle account transfers, initiate and track money transfers, answer routine client questions, and create Investment Policy Statements (IPS) & IPS Addendums.

    Communicate with clients to address concerns and confirm transactions.

    Marketing:
    Prepare new prospective client forms and applications, including necessary disclosures. Further assist in successfully completing new client on-boarding process and subsequent follow up items.

    Year-End Items:

    Provide back-office assistance for clients making family and charitable gifts, required IRA distributions, ROTH IRA conversions, and capital gains management.

    Update CRM and send letters of confirmation.

    Reporting:
    Provide client investment reports, performance reports, or other tax reporting info for select Portfolio Managers, as needed.

    Annual Account Reviews – Follow up on tasks generated from comprehensive, annual client account reviews that meet compliance standards for all managed and courtesy clients for select Portfolio Managers.

    Portfolio Re-balancing: Assist in portfolio re-balancing process, trading, and cash management tools as needed.

    Financial Planning – Assist is preparing financial planning documents, including statements of financial objectives, net worth statements, retirement models, and cash flow models.

    Qualifications
    Bachelor's degree required with major in Business or Finance preferred
    1+ years financial and/or investment management industry experience preferred
    Knowledge of the investment industry
    Interest in CFP, CFA, CPA or MBA preferred
    Strong presentation skills; both written and verbal

    Excellent communication and interpersonal skills:
    writing emails, letters; skilled in both group and one-on-one communication
    Exceptional organizational skills
    Effective time management, prioritization, and multi-tasking
    Strong attention to detail
    Work independently, in teams, and cross functionally
    Highly proficient in

    Microsoft Office Applications:
    Word, Excel, PowerPoint
    FPA of Greater Phoenix
    c/o Premium Organization
    PO Box 4130, Scottsdale AZ 85261

    Website Development by Financier SEO

    - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns. We are proud of our ongoing relationship with FPA of Greater Phoenix.

    #J-18808-Ljbffr
  • Financial Planning Association

    Stoker Ostler Wealth Advisors seeking Associate

    1 week ago

    Financial Planning Association Scottsdale, United States

    An Associate with Stoker Ostler Wealth Advisors provides administrative and operational support for one or more Portfolio Managers in the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assig ...

  • Carz Planet LLC

    Sales Associate

    2 weeks ago

    Carz Planet LLC Scottsdale, United States

    Job Overview: · We are seeking a motivated Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service and driving sales in our retail store. This is a great opportunity for individuals who enjoy working in a fast-pac ...

  • Scottsdale Tactical LLC

    Part Time Firearms Sales Associate

    1 week ago

    Scottsdale Tactical LLC Scottsdale, United States Part time

    This position is a part time firearm sales associate. · **We are a Firearm Retailer; all applicants must have firearms experience and knowledge. DO NOT APPLY IF YOU CANNOT MAKE THE COMMUTE. If you do not have previous work history in firearms, please do not apply.** · We are look ...

  • Los Milics Vineyards

    Wine Tasting Room Associate

    1 week ago

    Los Milics Vineyards Scottsdale, United States

    **Be Our Wine Enthusiast** · **Part-Time Tasting Room Associate** · **Do you love meeting new people and sharing your passion for exceptional experiences?** · **Los Milics Vineyard ** is seeking a personable and energetic individual to join our team as a part-time Tasting Room As ...

  • Prestige Cleaners

    Customer Service Associate

    2 weeks ago

    Prestige Cleaners Scottsdale, United States

    **Prestige Cleaners - Customer Service Associate** · Seeking a friendly face to serve as a Customer Service Associate / Representative at Prestige Cleaners at our **North Scottsdale locations ; **an established family-owned business with seven locations in Scottsdale. · **No expe ...

  • NightRider Jewelry

    Part-time Retail Sales Associate

    2 weeks ago

    NightRider Jewelry Scottsdale, United States Part time

    NightRider Jewelry is looking for a result-driven Retail Sales Associate to be responsible for all sales job duties, from generating leads to closing sales. Sales Associate duties and responsibilities include working closely with customers to determine their needs, answering thei ...

  • CCMC

    Community Accountant

    2 weeks ago

    CCMC Scottsdale, United States

    **Hybrid and potentially fully remote position** · We're CCMC; a community management company specializing in master-planned communities. Our vision of inspiring a resident-centric focus is brought to life by our core values: Integrity, Respect, Service and Community. · Our team ...

  • Modern European Tile

    Fragrance Sales Associate

    1 week ago

    Modern European Tile Scottsdale, United States

    Job Overview: · We are seeking a dynamic and customer-focused Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service, promoting and selling beauty cosmetics products, and assisting customers with their beauty nee ...

  • DICK'S Sporting Goods

    Apparel Associate

    2 weeks ago

    DICK'S Sporting Goods Scottsdale, United States

    Job Overview: · We are seeking a detail-oriented and customer-focused Apparel Associate to join our team. As an Apparel Associate, you will be responsible for providing exceptional customer service, assisting with sales, and maintaining the overall appearance of the apparel depar ...

  • MBC LLC

    Executive Administrative Assistant

    2 weeks ago

    MBC LLC Scottsdale, United States

    Seeking energetic, intelligent, professional, and responsible individual for a full time position. Scottsdale office. Monday-Friday · Pay: $ $25.00 per hour · **Benefits**: · - 401(k) · - Health insurance · Schedule: · - Monday to Friday · Application Question(s): · - Are you wil ...

  • PCG Advanced Health

    Associate Clinical Social Worker

    1 week ago

    PCG Advanced Health Scottsdale, United States

    Our counseling center is currently seeking to hire Associate Clinical Social Workers (ACSW) to deliver Telemental health treatments to both children and adults. · The Associates will provide mental health services, such as individual, couples, and group counseling, under the guid ...

  • NWFI LLC

    General Manager

    1 week ago

    NWFI LLC Scottsdale, United States

    Fired Pie is Arizona's leader in quality Fast Casual pizza foodservice and is a locally-owned business. We have twelve locations throughout the valley and Tucson. Fired Pie offers fast growth careers in our restaurants. · Are you Craving a Career? Ready for Growth? · COME SEE WHY ...

  • The Ranch Estates at Scottsdale

    Assisted Living Servers

    1 week ago

    The Ranch Estates at Scottsdale Scottsdale, United States

    **Pay starting at $16.00/hour** (No tips, but steady reliable schedule, we don't send anyone home when it's slow). 40 hours/week plus benefits, part time available as well. Stop by to see our beautiful community and ask for Rosa or Dave · **Currently hiring Full and Part time app ...

  • Louis Vuitton

    Part Time Client Advisor

    1 week ago

    Louis Vuitton Scottsdale, United States Part time

    POSTE · The Louis Vuitton store in Scottsdale, Arizona is seeking a highly motivated, curious Part-Time Client Advisor with an undeniable fervor for creating memorable experiences for our worldly clientele. · As a Client Advisor, you will be an ambassador of the Brand, ensuring t ...

  • Precision Testing Solutions Inc.

    Laboratory Technician

    1 week ago

    Precision Testing Solutions Inc. Scottsdale, United States

    **Medical Laboratory Technician** A private practice in Longview, TX is seeking a highly motivated individual with Laboratory experience for the position of Medical Lab Technician running a urine desktop analyzer in a Physician Office Laboratory. This is a fulltime position, 40 h ...

  • Jason McCloud - State Farm Agent

    Insurance Account Position

    2 weeks ago

    Jason McCloud - State Farm Agent Scottsdale, United States

    **Position Overview**: · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-b ...

  • BB LLC

    Bookkeeper and Administrative Assistant

    2 weeks ago

    BB LLC Scottsdale, United States

    Seeking energetic, intelligent, professional, and responsible individual for a full time position. Scottsdale office. Monday-Friday · Pay: $ $25.00 per hour · **Benefits**: · - 401(k) · - Health insurance · Schedule: · - Day shift · - Monday to Friday · Application Question(s): · ...

  • General Dynamics Mission Systems, Inc

    Principal Engineering Technician 1

    2 weeks ago

    General Dynamics Mission Systems, Inc Scottsdale, United States

    Basic Qualifications: · Associate's degree in related discipline or equivalent is required plus a minimum of 7 years of relevant experience. · **CLEARANCE REQUIREMENTS**: · Responsibilities for this Position: · The Principal Engineering Technician will act as a leader and mentor ...

  • Louis Vuitton

    Client Advisor

    3 weeks ago

    Louis Vuitton Scottsdale, United States

    POSTE · PROFIL · This is an opportunity for those who thrive in a fast paced environment, see themselves as more than a Sales Associate but as a true personal 'advisor'- someone who is seeking to grow their career in luxury retail environment, has a strategic sales mindset, willi ...

  • Bank of America

    Commercial Associate

    2 weeks ago

    Bank of America Scottsdale, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. · One of the keys ...