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    Associate Wealth Advisor - Nashville, United States - Windward Recruiting

    Windward Recruiting
    Windward Recruiting Nashville, United States

    1 week ago

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    Description


    We are searching for a results-driven, passionate Associate Wealth Advisor who values collaboration, initiative, and maintaining robust relationships in a niche group of professionals.

    DUTIES &


    RESPONSIBILITIES:
    Maintain, advise, and collaborate with existing client relationships

    Develop expertise within the firm's niche

    Prepare and execute financial planning recommendations and work with the team to execute the recommendations

    Conduct and contribute to client meetings and collaboration across service lines

    Manage financial planning data and tax management software

    Implement, monitor, and update financial plans

    Network to strengthen client base and build more connections throughout the world

    Serve as backup for Lead Advisors, ensuring client confidentiality

    Fulfill assigned duties with flexibility for clients in mind, including occasional evening meetings and travel for team retreats.


    QUALIFICATIONS:
    Bachelor's degree in financial services

    Possess Series 65 License or equivalent

    Attain Life and Health Insurance license within 30 days of hire

    Proficient in Microsoft Office, MoneyGuidePro, Blank Diamond a plus

    Strong interpersonal, time management, and organizational skills

    Completion of Certified Financial Planner (CFP) or in the process of completion

    3+ years in the financial services industry

    Life-long learner, motivated to grow, and coachable.

    Healthcare familiarity is a plus

    The growth path could include promotions and specialized niche training and/or certifications.

    #J-18808-Ljbffr
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