Job Details

Wealth Management Associate Advisor

Company name


Organization Type


Job Type


Date Last Verified

Jan 20,2019

Valid Through

May 05,2019

Posted on

Jun 13,2018

Years of Experience

3-7 yrs required


Dayton, OH, United States

Employment Type



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
2000 W Dorothy Ln,
Dayton, OH 45439