Associate Wealth Advisor
6 - 10 years
Santa Rosa, CA
Full-time
Onsite
1 month ago
About the role
JDH Wealth has an opening for an Associate Wealth Advisor.
Do you work well with a small, passionate, and creative team? Are you looking for a position that can foster your professional development? Are you ready for a job where your skills can make a real difference? Our Associate Wealth Advisor position offers a growth opportunity as a collaborative team member, helping our firm go above and beyond to accomplish client goals. This Associate Wealth Advisor will partner with Wealth Advisors to manage client relationships and portfolios and participate in the advance planning process to address retirement, estate, and tax considerations.
Why It’s Great to Work Here
· Strong emphasis on professional development, including occasional travel for seminars
· 100% premium coverage of individual health, dental, and vision insurance
· 3 weeks of earned annual vacation time per year in the first five years, increasing thereafter
· Petting a fluffy miniature Australian shepherd from time to time
Essential Duties and Responsibilities
· Develop a mastery of JDH Wealth investment philosophy and evidence-based investing
· Create a personalized Investment Policy Statement for each client
· Facilitate the consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings
· Wealth analysis input (including client/scenario-based simulations)
· Serve day-to-day client needs and collaborate with team members to ensure the highest level of service
Additional Responsibilities
Desired Skills and Experience
Education and/or Work Experience
Other Qualifications
Who is JDH Wealth?
JDH Wealth, a Registered Investment Advisor, was founded 26 years ago to provide a disciplined, academically based investment experience tailored to address each client's distinct willingness, ability and need to accept market risk. We offer an advisor relationship built on personal trust and integrity, JDH serves as an advisor to individuals, businesses, trusts, and retirement plans.
In a world of cookie cutter investments, we strive to provide unparalleled service for our clients.
Application Process
Please send a resume and cover letter to [email protected]. In your cover letter, please provide an example of a project you’ve completed where attention to detail was essential.
Do you work well with a small, passionate, and creative team? Are you looking for a position that can foster your professional development? Are you ready for a job where your skills can make a real difference? Our Associate Wealth Advisor position offers a growth opportunity as a collaborative team member, helping our firm go above and beyond to accomplish client goals. This Associate Wealth Advisor will partner with Wealth Advisors to manage client relationships and portfolios and participate in the advance planning process to address retirement, estate, and tax considerations.
Why It’s Great to Work Here
· Strong emphasis on professional development, including occasional travel for seminars
· 100% premium coverage of individual health, dental, and vision insurance
· 3 weeks of earned annual vacation time per year in the first five years, increasing thereafter
· Petting a fluffy miniature Australian shepherd from time to time
Essential Duties and Responsibilities
· Develop a mastery of JDH Wealth investment philosophy and evidence-based investing
· Create a personalized Investment Policy Statement for each client
· Facilitate the consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings
- Work with Portfolio Management to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
- Create and draft financial plans on behalf of clients using MoneyGuide Elite
- Diligent recording of client communication within AdvisorEngine
· Wealth analysis input (including client/scenario-based simulations)
· Serve day-to-day client needs and collaborate with team members to ensure the highest level of service
Additional Responsibilities
- Manage client onboarding process
- Develop an area of expertise on a firm process and/or advanced planning topic to add value to the firm
- Engage in business planning efforts and actively supports firm’s strategic priorities
Desired Skills and Experience
Education and/or Work Experience
- 2 plus years of financial services experience
- College Degree
- Professional Certifications; CFP, CFA or CPA/ PFS preferred
- Series 65 within 120 days of employment
Other Qualifications
- Team player and collaborative; uses the resources of the firm
- Well-developed interpersonal and communication skills – able to build trusted relationships
- High personal standards and sound judgment
- Ability to think critically and to process complex financial scenarios
- Strong attention to detail and accuracy
- Strong time management skills – ability to multi-task and manage deadlines
- Open and receptive to feedback and coaching
Who is JDH Wealth?
JDH Wealth, a Registered Investment Advisor, was founded 26 years ago to provide a disciplined, academically based investment experience tailored to address each client's distinct willingness, ability and need to accept market risk. We offer an advisor relationship built on personal trust and integrity, JDH serves as an advisor to individuals, businesses, trusts, and retirement plans.
In a world of cookie cutter investments, we strive to provide unparalleled service for our clients.
Application Process
Please send a resume and cover letter to [email protected]. In your cover letter, please provide an example of a project you’ve completed where attention to detail was essential.
Skills
Financial Services