Associate Wealth Advisor
Company: Buckingham Strategic Wealth
Location: Saint Louis
Posted on: June 25, 2022
Job Description:
The Associate Wealth Advisor is a unique opportunity to
collaborate with a growing team of advisors with key professional
expertise to accomplish client goals. This individual will partner
with Wealth Advisors to manage client relationships and actively
participate in the advanced planning process to address retirement,
risk management, estate, and tax considerations.Essential Duties
and Responsibilities
- Facilitates the consulting process through the preparation of
client meeting materials including comprehensive financial plans
and tax projections
- Is an integral part of client meetings including presenting
components of the meeting and facilitating and taking ownership of
meeting follow-up.
- Serves day-to-day client needs and collaborates with team
members to ensure the highest level of service
- Develops a mastery of Buckingham investment philosophy and
evidence-based investing
- Creates a personalized Investment Policy Statement and holistic
strategy for each client
- Determine asset allocation based on clients needs, willingness
& ability to take risk
- Diligent recording of client communication within
Salesforce
- Assist with client billing reviews and collaborate with the
billing department to ensure fees are collected in a timely manner
Required Qualifications
- 2+ years of direct client-facing advisor experience
- Core knowledge of financial industry, financial products and
financial planning concepts
- Bachelor's Degree
- Clean U4
- Professional Certifications; CFP, CFA or CPA/ PFS
preferred
- Series 65 within 120 days of employmentBuckingham's
Compensation and Benefits This is a salaried position with an
opportunity for an annual bonus and long-term incentives as well as
a competitive benefits package and potential to purchase firm
equity. Buckingham pays up to 100% of an associate's medical and
dental insurance premiums, life, long-term disability and
accidental death insurance policies. We offer 12 weeks paid
maternity, paternity and medical leave, empowered Paid Time Off to
take as many PTO days as needed, profit sharing retirement plan,
401(k) plan, deductible reimbursement, tuition reimbursement,
matching gifts and more. Who is Buckingham Wealth Partners?Founded
in 1994, Buckingham Wealth Partners is comprised of Buckingham
Strategic Wealth and Buckingham Strategic Partners. For investors,
we offer Buckingham Strategic Wealth, a Registered Investment
Advisor (RIA) firm with a nationwide presence that delivers wealth
solutions through comprehensive, values-based financial planning
and an investment approach built on evidence and facts. For
advisors, we offer Buckingham Strategic Partners, a comprehensive
wealth management platform that delivers practice support and
management services engineered to free up an advisor's workday so
they can spend more time helping clients achieve their dreams of
financial prosperity.Buckingham employs more than 500 associates in
over 40 office locations nationwide.Buckingham Wealth Partners is
an Equal Opportunity Employer. We believe that diversity, equity
and inclusion among our associates is critical to our core 'Passion
To Do Right' and our collective success. All employment related
decisions are based on ability, performance, and organizational
needs without regard to age, citizenship, color, physical or mental
disability, marital status, national origin, race, religion, sex,
sexual orientation, gender identity, military or veteran's status,
genetic information or any class protected by applicable law or
ordinance. Buckingham's Awards & Accolades
- Top Workplace in St. Louis, St. Louis Post Dispatch, 2020,
2019, 2018, 2017, 2016 (first year we applied)
- Top 20 RIA, Financial Advisor Magazine, 2020, 2019
- Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020,
2019
- Top Registered Investment Advisers, Financial Times, 2020,
2019
- Top 40 RIA Firms, Barron's, 2018
- Top 25 RIA, Financial Advisor Magazine, 2018
- Top 30 RIA Firms, Barron's, 2017
- Top 25 RIA Firm, Financial Advisor Magazine, 2017
- Top 100 Wealth Managers, Forbes, 2015
Keywords: Buckingham Strategic Wealth, St. Louis , Associate Wealth Advisor, Other , Saint Louis, Missouri
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