Job Description: Associate Wealth Advisor
Who we are:
AJ Advisors, an established wealth management firm in Nashville, TN, is seeking an Associate Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
At AJ Advisors, our mission is to:
- Put clients first.
- Educate you by making personal finance understandable.
- Guide you with planning to show you the steps to meet your goals.
- Invest to achieve success.
- Give you confidence and peace of mind when it comes to money.
- Be proactive with solutions and available when you need us.
- Build trust by doing all the above.
If you have a profound desire to succeed and share our vision, then we would love to hear from you!
Who we want:
An Associate Wealth Advisor who will work with existing and new clients by providing advisory services and supporting the firm’s partners.
What to expect:
- Provide information/education to clients about the purpose and details of financial products, services, and strategies.
- Help promote firm services through networking and community involvement.
- Promote established investment models and strategies that are suitable for our targeted clients.
- Coordinate all money movement, strategy changes and paperwork for existing clients and prospects with the operations team as necessary.
- Building and updating client financial plans and projections.
- Assist in trading and portfolio management
- Participate in advisor meetings, training, and continuing education requirements.
- Provide positive and professional service to the assigned client base.
- Handle communication with the client base including phone calls, emails and meetings.
- Review investment products currently held in clients’ accounts, both advisory and brokerage, and allocate to the appropriate model to help clients meet their financial objectives.
- Maintain all continuing education requirements of a wealth advisor plus required training elements.
- Adhere to all company and industry supervisory guidelines and policies.
What you need:
- Excellent interpersonal & communication skills.
- Great attitude and an extraordinary client service orientation.
- A genuine interest in serving and caring for other people.
- Excellent organizational and time management skills.
- Ability to handle multiple tasks and priorities simultaneously.
- 1 to 3 years of investment advisory experience preferred or currently working towards CFP designation.
- Bachelor’s degree.
- Active Series 65 license preferred but not required. Will be required to obtain within six months.
- Life, Health and LTC Licenses or desire to achieve necessary licenses.
- CPA license and/or tax experience is a plus.
- Clean U-4 and U-5 history.
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, a potential for career growth, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living.
If you’re interested in this opportunity, please send your resume and letter of interest to careers@ajadvice.com.