Associate Wealth Advisor

About the Company

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 Registered Client Advisor to manage highly coveted, long‑standing client relationships of the firm. The Registered Client 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

• 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

• Client Relationship Management (CRM) software
• Microsoft Office Suite
• Effective communication (in‑person, virtual, phone, and mail)

• 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
• Experience:
  
  1 or more years of experience in a client relationship management role in the financial services industry.

Salary: $80,000 – $110,000

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

Travel:
Not required

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