ASSOCIATE WEALTH ADVISOR
Full-Time position with Benefits
Smallwood Wealth Management has an exciting opportunity for a talented finance professional who is looking to dramatically contribute to the success of a growing organization that is revolutionizing an entire industry. Smallwood Wealth Management works with top-tier business owners, professionals, and high-level corporate executives to help position their wealth in a coordinated wealth plan.
The mission for the Associate Wealth Advisor is to assist Senior Wealth Advisors in the creation, implementation, and follow-up of Wealth Curve® Blueprints. By the end of year three, the candidate is capable of transitioning to a Wealth Advisor running and managing their own clientele. The applicant must be committed to our Core Values. They should have a “Get it Done” mentality, work in a consistent manner with the willingness to learn along with a great attitude and commitment to our vision.
The outcomes expected of this individual in the first 12 months are:
- Complete all applicable licensing within 8 months of onboarding & complete CFP coursework requirements within 12-18 months of onboarding, then sit for exam.
- Master the 5 Core WC Conversations and strategies so they become natural and can be presented effectively.
- Assist in completing data gathering, organizing, planning, preparing, proposal generation, follow-up letters and client service
- Implement a Natural Market (High School, College, etc) marketing campaign to your core group to attract new clients to your market. Attend Networking Events
- Complete 50+ Wealth Curve® Blueprints with Senior Wealth Advisor plus 20 Annual Reviews
- Sit in on three Wealth Curve® Conversations and audit three Planning sessions per week, ensure that all follow up actions complete and clients are served properly
- Conduct two client data updates per week, independently, with A Clients, Updating WC Blueprints and follow up
Competencies the individual hired for this position MUST have:
- Intelligence. Learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new information.
- Follow-through on commitments. Lives up to verbal and written agreements, regardless of personal cost.
- Organizational planning. Plans, organizes, schedules, and budgets in an efficient, productive manner. Focuses on key priorities.
- Work ethic. Possesses a strong willingness to work hard and sometimes work long hours to get the job done. Has a track record of working hard.
- Team work. Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
- High standards. Expects personal performance and team performance to be nothing short of the best.
Preferred Skills and Experience:
- Industry licensed in Series 6, Series 7, etc.
- A proven ability to exercise considerable discretion and independent judgement when making decisions and interacting with Team Members, clients, vendors, and centers-of-influence
Position is in our Red Bank, NJ location. We offer a great Medical Program, 401K Program, disability protection and other nice perks. We highly value and respect our Team Members.
