Wealth Associate

Position Title: Wealth Advisor Residency Program Chair

Reports To: LW Wealth Advisor

FLSA Status: Exempt

Summary

In this entry-level position, wealth associates will gain exposure in many areas of the firm with the expectation that their career may advance towards that of a wealth advisor with a book of business or other LW internal team.

Client Responsibilities

• May be asked to participate in client meetings with a WA 1-3

Team Responsibilities

• Participate and be a valuable contributor in various team meetings across departments

• Assist a wealth advisory team in development of financial plans and recommendations

• Assist a wealth advisory team with client onboarding and servicing

• Help prepare materials needed for client meetings and follow-up

Firm Responsibilities

• Understand and support the firm's vision, mission, and strategy

• Engage in teambuilding and integrate into the culture of the firm

• Participate in the Wealth Advisor Residency Program

Degrees and Designations

• Bachelor's degree (B.A. or B.S.) from a four‐year college or university, in Financial Planning, Finance, Accounting, or other business-related degree

Experience Requirement

• No prior professional work experience required

• Industry related internship experience is a plus

Skills Required

• Proactive and strong work ethic

• Ability to multi‐task, prioritize and meet deadlines

• Professional appearance and demeanor

• Ability to work well in a team environment

• Proficient with Microsoft Word and Excel

• Strong writing skills

• Experience with a CRM Database, Document Management software, eMoney or other Financial Planning software is a plus

Skills Being Developed

• Core knowledge of the wealth management industry, the fiduciary model, and wealth planning concepts

• Knowledge of the firm's wealth planning and other core systems

• Knowledge of technology solutions used by the firm

• Reviews, mentors, and trains CS team members

• Assists and directs CS team with regards to more complex client situations

• Provides consultation and recommendation to CS Manager

Supervisory Responsibilities

• This job has no supervisory responsibilities