Wealth Management Associate
Firm Overview
Monte Financial Group, LLC is a fee-only financial planning and investment advisory firm based in Guilford, Connecticut. We are a growing team of nine separated across two business segments : Wealth Management and Asset Management.
We are currently seeking an Associate Wealth Advisor to join our growing Wealth Management division.
Job Summary
The Associate Wealth Advisor is expected to manage client relationships through periodic communication, focusing on the progress of a client’s financial goals and objectives established within our financial planning process.
Additionally, responsibilities will include supporting other internal Wealth Advisors. The Associate Wealth Advisor is also responsible for developing in-depth investment policy statements and maintaining constant communication with the Asset Management team to ensure the client’s investment needs and objectives are being achieved.
We are looking for an individual dedicated to a career as a Wealth Advisor and grow expertise in an RIA firm.
Key Accountabilities
- Utilize financial planning software to develop comprehensive financial plans for clients.
- Organize and interpret financial information obtained from clients within the financial planning process.
- Develop in-depth investment policy statements and maintain close communication with Asset Management.
- Communicate effectively with clients to maintain transparency on the progress of their financial goals and objectives, update on investment performance, and provide quality advice.
- Retention of client base through quality relationship management
- Grow client base through new opportunities with existing clients, networking opportunities and center of influence referrals.
- Monitor industry and regulatory updates, the economy and financial markets, and fraud and cybersecurity threats.
Qualifications
- Demonstrate emotional intelligence to help clients accomplish their goals through all life stages.
- An active listener and communicator who connect easily with people and build trusted, lasting relationships.
- Have advanced analytical skills with strong attention to detail, accuracy, and deadlines.
- Exhibit a fiduciary mentality and maintain confidentiality in all matters.
- Exemplify organizational skills to manage multiple tasks.
- Are dedicated to a career as a Wealth Advisor, willing to pursue CFP® designation.
- Ability to multi-task and have strong prioritization skills.
- Ability to work in teams or individually.
- Flexible under tight work deadlines and changing client needs.
Education, Experience, Licenses & Designations
- Certified Financial Planner™ (CFP®) or considering the path to be a CFP®
- BA / BS degree
- Minimum 3 years of experience within the financial services industry
- Proficient in Microsoft Office and financial planning software
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