Associate Wealth Advisor jobs in United States
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Platform Accounting Group · 1 day ago

Associate Wealth Advisor

positionGoleta, CA
timeFull-time
remoteHybrid
seniorityEntry Level
money$75K/yr - $90K/yr
date1+ years exp

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services. They are seeking an ambitious and resourceful Associate Wealth Advisor to manage client relationships and participate in the advanced planning process for investing, retirement, estate, and tax planning.

AccountingAdviceConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Learn and master investment philosophy and evidence-based investing
Assist the consulting process through the preparation and follow-up of each step of the client experience and actively participate in client meetings
Create and update financial plans using MoneyGuide Planning Software
Support day-to-day client needs and collaborates with team members
Manage client onboarding process, schedule client meetings, and prepare all documents for on-going client reviews
Maintain Redtail CRM by updating notes and contact information
Provide operational support
Interact with back-office support to facilitate completion of forms and account creation

Qualification

Financial services experienceFinancial planning conceptsSeries 65 certificationMoneyGuide Planning SoftwareRedtail CRMInterpersonal skillsCommunication skillsAttention to detailSelf-motivatedTeam player

Required

1+ years of financial services experience
Core knowledge of financial industry, financial products, and financial planning concepts
Bachelor's Degree
Series 65 is required within 120 days of employment
Clean U4
Well-developed interpersonal and communication skills, able to build trusted relationships and communicate with various personality types and levels of expertise
Strong attention to detail and accuracy
Self-motivated with the ability to work independently
Coachable, resourceful, and team player are some of your attributes
Must be able to prioritize, follow up on tasks, and hold self-accountable to deadlines

Preferred

Progress towards, ambition to attain CFP® preferred, other financial certifications/licensing helpful
Experience with Redtail CRM, Schwab, and/or MoneyGuide Planning Software a plus

Benefits

Opportunity for advancement within a rapidly growing professional services firm
Ongoing informal and formal training and development
Competitive compensation
401(k) and medical benefits
Firm sponsored continuing education

Company

Platform Accounting Group

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Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services.
dateFounded in 2015
location
Salt Lake City, Utah, USA
people-size1001-5000 employees
web-link
https://platformag.com

H1B Sponsorship

Platform Accounting Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (2)

Funding

Current Stage
Late Stage
Total Funding
$85M
Key Investors
The Cynosure Group
2024-02-06Private Equity· $85M

Leadership Team

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Reyes Florez
Founder & CEO
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Recent News

Accounting Today
Platform Accounting Group gets $85M funding round
2024-05-05
Business Wire
Platform Expands Wealth Management Offering, Accelerating Growth of Platform Advisors Arm
2024-05-05
Utah Business
Platform Accounting Group, Nursa, Maverik, and Recursion honored as Deal of the Year Award winners - Utah Business
2024-05-05
Company data provided by crunchbase