Associate Wealth Advisor

Job Description At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships. As we grow, we are seeking a Associate Wealth Advisor to manage highly coveted, long-standing client relationships of the firm.

The Associate Wealth Advisor will manage day‑to‑day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures. Additionally, you will enjoy working in a highly collaborative and positive team environment.

• Manage and deepen client relationships with effective communication and personalized attention in every interaction
• Support the firm’s growth
• Enter trades, orders, and rebalances as requested
• Schedule, attend, and facilitate client meetings
• Manage referrals effectively
• Prepare financial reports, spreadsheets, and other materials for client meetings
• Create and maintain records and files utilizing Client Relationship Management (CRM) software
• Participate in marketing efforts including seminars and other client-facing events
• Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

• Knowledge of Company’s working structure, policies, mission, and strategies
• Managed account platforms
• General office practices, procedures, and methods
• Investment concepts, practices, and procedures used in the securities industry
• Financial markets, products, and industry regulations
• Trading terminology
• Financial planning software
• Skill in Client Relationship Management (CRM) software
• Microsoft Office Suite
• Effective communication (in-person, virtual, phone, and mail)
• Ability to familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
• Analyze and research account information
• Handle stressful situations and provide a high level of client attention in a calm and professional manner
• Analyze problems and establish solutions in a fast‑paced environment
• Use appropriate interpersonal styles and communicate effectively
• Work both independently and as part of a cohesive team
• Demonstrate competence, dependability, and responsibility

• Education:
  
  Bachelor’s degree (required)
• Licenses/Certifications:
  
  Series 7 & 66, or equivalent

• At least 1 year of experience in a client relationship management role in the financial services industry

Salary: $80,000 – $110,000

Benefits include:
Medical, Retirement + Profit Sharing, Annual Discretionary Bonus, PTO.

Not Required.

Blunt Wealth Management and its employees are independent contractors with respect to Raymond James.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.