Associate Wealth Advisor

Windward is seeking an Associate Wealth Advisor to join a growing RIA located in the Needham, MA area!The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.Primary ResponsibilitiesDevelop, revise, and present financial plans through planning softwareAbility to create and deliver tax, estate, and insurance planningIdentify advanced planning opportunities and develop internal best practicesDevelops a mastery of the firm's investment philosophyCreate holistic investment strategy for each client, monitor risk tolerance over time as neededDevelop an understanding of the fundamentals of trading.Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.Mastery of technology stack offered, including CRM system and custodian websitesResource and collaboration with other Associate Wealth AdvisorsAbility to independently lead client communications and interactionsDiligent recording of client communication and information within client relationship management platformService as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client serviceComplete client billing reviews and ensure compliance for the advisory teamEngage in advisory team business planning efforts and actively support the firm's strategic prioritiesAbility to business develop in a team environmentLead a select number of client relationshipsLead the development of financial planning recommendations to clientsThe ability to meet with clients in person (some travel may be required)QualificationsBachelor's Degree in relevant fieldSeries 65 or equivalent within 120 days of employment4+ years of financial service experienceCFP or equivalent (ChFC or CPA + PFS) preferredProven experience in financial analysis, modeling, and strategic planningStrong understanding of investment strategies, risk management, tax planning, and estate planningExcellent analytical skills and attention to detailStrong interpersonal skills: with the ability to explain complex financial concepts to clientsTeam-orientated approachKnowledge of financial industry, financial products, and financial planning conceptsProficiency in financial software and tools for modeling and analysis, as well as CRM toolsClean U4Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.#J-18808-Ljbffr