Startup Jobs
Post a Job
Anders CPAs + Advisors

Associate Wealth Advisor

St. Louis , United States

AI overview

Assist in comprehensive financial assessments, client portfolio management, and delivery of exceptional service while developing strong client relationships in a collaborative culture.

Claris Advisors (Anders Affiliate) is seeking an Associate Wealth Advisor who is motivated to learn, excited to collaborate and passionate about delivering outstanding results. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential. 

In this role, you will be responsible for serving growing client needs by assisting Senior Advisors, facilitating client cash management, and executing portfolio trades. You will also assist in portfolio analysis and Monte Carlo report preparation. You will be responsible for comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives. In addition, you will be responsible for developing and managing your own client relationships.  

 

What You’ll Do:  

  • Manage and execute both direct portfolio trading and indirect third-party portfolio trading.
  • Develop and implement new client portfolios, assisting Senior Advisors where necessary.
  • Facilitate and conduct cash management reviews, including report generation, meeting coordination, and trade execution. 
  • Conduct client reviews and build strong client relationships through the delivery of exceptional service and advice.
  • Assist Senior Advisors with the daily management of client portfolios, wealth analysis, new client onboarding, and client/prospect review preparation.
  • Conduct comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives.
  • Develop personalized wealth management plans tailored to each client's individual needs, considering factors such as income, expenses, assets, liabilities, and time horizon.
  • Provide strategic advice on investment opportunities, asset allocation, portfolio diversification, and wealth preservation strategies.
  • Develops mastery of Claris Advisors investment philosophy.
  • Mastery of technology stack offered, including CRM system and custodian websites.

 

What We’re Looking For:   

  • Excellent written and verbal communication skills. 
  • Expert attention to detail. 
  • Strong organizational and time-management skills. 
  • Ability to work independently or as a team.
  • Knowledge of financial industry, financial products, and financial planning concepts. 
  • Ability to work efficiently in a fast-paced environment, meet deadlines and adapt to team needs.
  • Ability to empathize with clients' financial situations and goals to help build trust and rapport.
  • Strong problem-solving skills to analyze financial data, identify challenges or opportunities, and develop creative solutions to meet clients' objectives.
  • Ability to display ethical integrity to prioritize clients' interests, disclose potential conflicts of interest, and adhere to regulatory compliance requirements.

 

Your Qualifications:  

  • Bachelor’s degree
  • 2+ years of financial services experience
  • Obtain Series 65 license or equivalent within 120 days of employment if not already obtained
  • A clean U4

The stated pay scale reflects the range that Anders reasonably expects to pay for this position.  The actual pay rate for this position will be dependent on a variety of factors, including an applicant’s years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and firm business practices.

Salary Range
$70,000—$80,000 USD

Why You’ll Love Working Here:

At Anders, taking care of our employees is a top priority. Our welcoming and collaborative culture will make you feel like a part of the team from day one. From professional development opportunities to benefits that directly impact mental, physical and financial wellness, Anders offers unique incentives that enrich your life and facilitate growth, including our Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer. Learn more about our full benefit offerings, Work Flex program, and our Inclusion Network at our careers page: anderscpa.com/careers/working-at-anders/

 

All applicants for this position must be authorized to work in the United States now and in the future without requiring sponsorship.  

  

For 60 years, Anders has delivered full-service accounting, tax, audit and advisory services to growth-oriented companies, organizations and individuals. Every day, our partners and staff serve as a catalyst for those striving to achieve their highest potential and carry this mentality on to our clients and community. Ranked #75 on Accounting Today’s List of Top Accounting Firms and continually named a Top Workplace, Anders is a member firm of LEA Global, one of the largest international associations of independent accounting firms. For more information on Anders, visit anderscpa.com and follow us on Facebook, LinkedIn, and Instagram: @AndersCPA  

If you have questions about the data we collect and how it's used, view the Anders Privacy Policy.  

Perks & Benefits Extracted with AI

  • Work Flex program: including our Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer.
Anders CPAs + Advisors
Website LinkedIn
View all jobs
Salary
$70,000 – $80,000 per year
Ace your job interview

Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.

Associate Q&A's
Report this job
Apply for this job