NAPFA Consumer Group
Associate Wealth Advisor
NAPFA Consumer Group, Long Beach, California, us, 90899
Chad McBee
111 W. Ocean Blvd
Long Beach, CA 90802
Phone: 5625974932The Associate Wealth Advisor partners with Regional Directors, Wealth Advisors and Client Service Managers in the day-to-day requirements of client accounts, ensuring that their portfolio management is continuously implemented and adheres to their financial roadmap. The Associate Wealth Advisor’s overriding objective is protecting client’s wealth, helping them secure their financial goals, and hearing from them that they are comfortable and pleased with the entire process.The selected candidate for this position must have their CERTIFIED FINANCIAL PLANNER (CFP) designation.Work LocationThis position is eligible for a hybrid work schedule.The compensation for this position is $75,000 - $86,000. Benefits include:Medical insuranceDental and vision insuranceUnlimited paid time offPaid sick leavePaid holidaysDiscretionary performance-based merit bonusProfit sharingProfessional development budget for continuing education credits, conferences and trainingHealth and wellness reimbursementAbout Halbert HargroveHalbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933.Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture.ResponsibilitiesClient ServiceProvides “Wow Service” to result in direct referrals.Exudes confidence to Clients/Prospects/Centers of Influence (COIs).Prepares for and conducts client meetings with clear, precise deliverables – via web meetings or in-person.Takes initiative with client needs and manages all expectations/concerns/issues with support from the team.Prepares all financial planning deliverables by focusing on the minute details.Initiates and completes all wealth advisory items with support from the team.Work with MoneyGuidePro, Tamarac Advisor View and Tamarac CRM (Microsoft Dynamics CRM).Present 401(k) plan participant group education sessions.Business DevelopmentBuilds and maintains a networking group/niche.Develops and keeps an ongoing relationship with new and relevant COIs.Maintains a social presence in the community by volunteering and/or joining a charitable organization.Articulates Halbert Hargrove’s value proposition for Investment Management and Wealth Advisory Services.Team ManagementKeeps team on track with firm’s strategic initiatives.Creates clear guidelines to team of all timelines and workload.Follows all firm processes and procedures while servicing current clients and prospecting future clients.QualificationsAt least 1 year of experience as an Associate Wealth Advisor, Client Services Manager or related position.Excellent verbal and written communication skills.Detail oriented with good organizational skills and the ability to manage multiple tasks with competing deadlines.High level of interpersonal skills, integrity and the ability to keep information confidential.How to ApplyThank you for your interest in the Associate Wealth Advisor position! Please submit your resume and cover letter to jobs@theworksconsulting.com for consideration. We are unable to accept direct inquiries about this position (i.e. phone calls, emails).The perfect career or internship is just a click away, give it a try!
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111 W. Ocean Blvd
Long Beach, CA 90802
Phone: 5625974932The Associate Wealth Advisor partners with Regional Directors, Wealth Advisors and Client Service Managers in the day-to-day requirements of client accounts, ensuring that their portfolio management is continuously implemented and adheres to their financial roadmap. The Associate Wealth Advisor’s overriding objective is protecting client’s wealth, helping them secure their financial goals, and hearing from them that they are comfortable and pleased with the entire process.The selected candidate for this position must have their CERTIFIED FINANCIAL PLANNER (CFP) designation.Work LocationThis position is eligible for a hybrid work schedule.The compensation for this position is $75,000 - $86,000. Benefits include:Medical insuranceDental and vision insuranceUnlimited paid time offPaid sick leavePaid holidaysDiscretionary performance-based merit bonusProfit sharingProfessional development budget for continuing education credits, conferences and trainingHealth and wellness reimbursementAbout Halbert HargroveHalbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933.Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture.ResponsibilitiesClient ServiceProvides “Wow Service” to result in direct referrals.Exudes confidence to Clients/Prospects/Centers of Influence (COIs).Prepares for and conducts client meetings with clear, precise deliverables – via web meetings or in-person.Takes initiative with client needs and manages all expectations/concerns/issues with support from the team.Prepares all financial planning deliverables by focusing on the minute details.Initiates and completes all wealth advisory items with support from the team.Work with MoneyGuidePro, Tamarac Advisor View and Tamarac CRM (Microsoft Dynamics CRM).Present 401(k) plan participant group education sessions.Business DevelopmentBuilds and maintains a networking group/niche.Develops and keeps an ongoing relationship with new and relevant COIs.Maintains a social presence in the community by volunteering and/or joining a charitable organization.Articulates Halbert Hargrove’s value proposition for Investment Management and Wealth Advisory Services.Team ManagementKeeps team on track with firm’s strategic initiatives.Creates clear guidelines to team of all timelines and workload.Follows all firm processes and procedures while servicing current clients and prospecting future clients.QualificationsAt least 1 year of experience as an Associate Wealth Advisor, Client Services Manager or related position.Excellent verbal and written communication skills.Detail oriented with good organizational skills and the ability to manage multiple tasks with competing deadlines.High level of interpersonal skills, integrity and the ability to keep information confidential.How to ApplyThank you for your interest in the Associate Wealth Advisor position! Please submit your resume and cover letter to jobs@theworksconsulting.com for consideration. We are unable to accept direct inquiries about this position (i.e. phone calls, emails).The perfect career or internship is just a click away, give it a try!
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