Associate Private Wealth Advisor

Overview

Lead Advisor is a wealth management consulting and search firm. This role is for a client in Boise.

Associate Private Wealth Advisors are responsible for managing existing client relationships, either working with a more experienced advisor or on their own. The position may be responsible for formulating and implementing advice but may also rely on technical specialists to develop recommendations within an individual specialist’s area of expertise. Associate Private Wealth Advisors are not expected to develop new client relationships;

they are responsible for the delivery of the financial plan and the primary point of contact for onboarded clients. They work closely with, train, and supervise Client Servicing team members.

• Assist the Private Wealth Advisor in the onboarding of a new client by providing planning support and implementation of the financial plan.
• Deliver exceptional client support by understanding the recommendations identified in review meetings and effectively delegating tasks to service team members while providing communication to clients.
• Be able to make recommendations for planning solutions while being a trusted source of information for clients and team members.
• Serve as the primary point of contact for client relationships and provide support in interim of annual reviews with the Private Wealth Advisor. Understand the client’s financial circumstance and objectives.
• Collaborate with the Marketing team to identify leads and tactfully request client referrals when appropriate.
• Responsible for quality control of client deliverables such as plans, analysis, and presentations.
• Review client meeting preparation material and make edits as needed to presentation material, agendas, and forms.
• Directly oversee a team of 1-2 Client Servicing Associates and collaborate effectively with the Financial Planning, Investment, and Marketing teams.
• Provide training and management for client services team members. Communicate clearly and consistently with feedback for direct reports and team members.

• Exemplary written and verbal communication skills with the ability to present complex topics clearly and simply.
• Proactive mindset with the ability to anticipate and resolve issues for clients and team members, along with impeccable follow-through.
• Highly detail-oriented, accurate, organized, and able to set priorities autonomously.
• Minimum of 5 years within the insurance, investment, or financial service industry.
• Hold Idaho Life, Health, and Long-Term Care insurance licenses and FINRA Series 7 and 63 licenses.
• Highly proficient technical skills with the ability to analyze quantitative and qualitative information.
• Coachable, self-aware, passionate about learning and willing to be vulnerable.
• Bachelor’s degree in Finance, Economics, Accounting, or other business-related degrees.
• Industry relevant certifications such as ChFC, CFP, CFA, CWM and RICP.

• Tech-savvy with experience in both proprietary and mass-market systems.