Wealth Strategist

AWM

Mission: To empower each member of our community to own all facets of their wealth in a
comprehensive way that maximizes their financial wellbeing as well as the impact and legacy they
will leave on their community and beyond. AWM works as trusted partners with athletes business
founders and venture capitalists to help them see that wealth is comprehensive.

Values:
• Driven to Win – partnering with clients to make successful lifetime decisions
• Empathetic – going beyond wealth management to look out for our clients’ best interests in all
that they do
• Gritty – we’re scrappy and we don’t quit
• Impactful – help clients sustain their success by leveraging their wealth to maximize and
impact all areas of their lives
• Intellectually Curious – always on the hunt for ways to grow adapt and improve
• Ownership – each team members takes extreme ownership over their own job and our
collective work together; we all act as owners in the success of our clients

AWM Wealth Strategist

Role:
A Wealth Strategist at AWM focuses on communicating with clients and responding to their needs by
collaborating effectively with all members of the firm to provide the highest level of quality and
excellence for our clients. This role is considered the “quarterback” of each client’s planning team.

Skills:
• Proactive rather than reactive
• Diligent
• Able to manage multiple client relationships
• SelfDriven & SelfDirected
• Able to oversee a full financial structure including staying in tune with major priorities in a
client’s life
• Thrives in execution and implementation but able to comfortably interact with clients
• Able to prioritize effectively
• Good time manager
• Clear articulate and firm communicator

Responsibilities:
• Is a main point of contact for clients and document client communication for all team
members to see
• Responds promptly to clients and gives clear expectations to clients of when they can expect
completion of requests
• Communicates with advisors to have the most up to date information on the client
• Proactively collects information from clients as needed
• Builds out financial plans and articulates action items with both the advisor and the client
• Continually learns different aspects of financial planning to ensure client is getting best advice
• Skillful within all internal platforms including Salesforce Libretto Orion and others
• Manages a team of associates and senior associates and helps them in the development of
training execution prioritization and absorbing the AWM Capital Way
• Manages execution of associates to ensure that what is communicated to the client is being
completed
• Able to delegate work to associates and senior associates and monitor their day to day
• Honest communicator internally; able to be firm with advisors when needed
• Works heavily with the tax team to ensure accurate information is being documented and
included when filing tax returns
• Coordinates and works closely with trading team to ensure client accounts are being handled
and not just sitting in cash or out of tolerance
• Provides recommendations to internal team and Partners of issues or internal systems that
need improving; communicates questions clients regularly are bringing up
• Works with AWM vendors to ensure items are being completed in a timely manner (insurance
estate planning mortgages etc.)
• Is a good steward of AWM and represents the company as best as possible in any setting