Job Details

Wealth Management Associate Advisor

Company name

RSM US LLP.

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Jun 14,2018

Posted on

Jun 13,2018

Years of Experience

3-7 yrs required

Location

Dayton, OH
Practice Area
Trusts and Estates >> Trusts and Estates
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Wealth Management Associate Advisor The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meetings in local market. Assist in developing Financial Plans for clients utilizing our eMoney financial planning tool. Provide investment analysis as needed or directed. Initiate and participate in networking opportunities (both internal and external). Maintain client records and communication logs in accordance with firm policy, including appropriate use of CRM system, virtual filing system and hard copy filing. Service existing WM clients and accounts. Prepare and facilitate reports for Wealth Advisor for client review meetings. Facilitate best practices and assists in monitoring and satisfying compliance requirements. Must have Undergraduate degree, preferably in Business (Finance preferred). Should have Certified Financial Planner certification. Must have 3-7 years of experience in the Wealth Management or Financial Services industry is desirable. Experience with Morningstar, eMoney Financial Planning software, Black Diamond, and Schwab Institutional web‐based solutions are a plus. Must be able to be registered as an Investment Adviser Representative (active series 65 registration or willing to obtain).

Additional info

Job ID : req4876_Dayton.

Company info

Hiring Coordinator
RSM US LLP.
2000 W Dorothy Ln,
Dayton, OH 45439