Associate Advisor
Associate Advisor
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Job Description
Associate Advisor
Who You Are
As an Associate Advisor you have a passion for finance working with people and delivering superior customer service. Colleagues and friends probably know you as friendly and curious. Someone who loves attention to detail communicating clearly and getting things done.
You thrive in a team environment where everyone is working together towards a common goal.
As someone focused on working both behind the scenes and with clients you would spend time in client meetings and taking care of client tasks outside of meetings. You love connecting with people and forming lasting relationships with them.
Since you have excellent attention to detail and organizational skills you enjoy organizing client activity as well as executing tasks. Your work is efficient and accurate. You take great satisfaction in making a meaningful contribution to our firms procedures and service to our clients.
You thrive at communicating with clients in a way thats clear and makes their lives easier when it comes to obtaining updated information and providing financial planning updates. And you can do all this with a sense of urgency and followthrough.
Your desire to work in a growing company shows that you value teamwork cooperation and the opportunity to challenge yourself to improve every day and ultimately advance in your career.
Finally you know that a client first attitude is a must. While this position requires an understanding of technical financial planning and investment management processes and procedures were looking for someone who wants to provide a wow level of service to our clients every day.
If this is you
we should talk.
About Cordant Wealth
At Cordant we specialize in working with Tech professionals. Many of our clients work for or retired from the large Westcoast tech companies like Intel Microsoft and Amazon.
We manage approximately $300 million on behalf of the roughly 150 high net worth families we work with. Clients choose us for our expertise in equity compensation and retirement planning and stay with us because of the outstanding service and highquality advice they receive.
Weve adopted the highest legal standard of care choosing to act as an unwavering fiduciary in the best and exclusive interest of our clients. As a feeonly advisor we do not sell any products and are compensated solely by our clients for the advice we provide. We are accountable to our clients and strive to always say what we do and do what we say.
Position Description
Title: Associate Advisor
Reports to: CEO
Benefits: Yes
Status: Full time; Exempt
Location: InPerson with Hybrid Schedule
Start: Immediate
Job Summary
An Associate Advisor at Cordant is an integral part of our team serving as the true connection between our clients support team and advisors. This enthusiastic person will support the vision and continued growth of Cordant.
This is a client relationship position and a great opportunity to learn and advance your career as an Advisor. Responsibilities include:
- Data gathering and analysis and modeling
- Case design scenario building and plan development
- Trading
- The Associate will participate in client meetings but not in an advising or decisionmaking capacity.
Duties and Responsibilities
The Associate Advisor can expect to focus in the following areas:
- Deliver exceptional client service to clients
- Attend all client meetings in a technical supporting and learning role with Lead Advisor
- Prep upcoming client meetings and coordinate with client service team to ensure that all necessary preparations have been made.
- Coordinate all client follow up and debrief client meetings and communications
- Work with Advisors to create presentations for clients.
- Develop the skills of presenting planning and investment analysis to clients
- Learn our planning software (eMoney) and make updates to clients financial plans
- Learn our reporting and trading software (Tamarac) and carry out trading and reporting responsibilities.
- Assist Lead Advisor with most client communications and ensure that client expectations are being met.
- Gather organize and synthesize client data
Qualifications
The Associate Advisorposition typically requires the following qualifications:
- Bachelors degree or higher
- Certified Financial Planner (CFP) designation preferred or working towards
- Must currently hold or plan to test for required Series 65 license
- Welldeveloped interpersonal communication and presentation skills
- Ability to understand and explain sophisticated financial concepts and issues
- Strong problemsolving skills
- Detailoriented accurate organized able to set priorities selfstarter
- Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry.
- Team player collaborative able to work with and through others
- Desire/ability to work successfully in a small company environment
- Proficiency with Word Excel PowerPoint
- Experience with eMoney planning software a plus
Salary and Benefits
Pay/benefits are competitive based on industry standards.
- Salary range: $55000 $83000
- Incentive compensation plan
- Firmsponsored medical dental and vision insurance
- Flexible Spending Account available for health care dependent care and commuter transit/parking
- 401(k) retirement plan
- Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities
How to apply:
We are currently collecting resumes and will start the interview process in April.
We will only review candidates that upload both a cover letter and a resume.
We look forward to hearing from you.
Required Experience:
IC
Employment Type
Full-Time
