Associate Wealth Advisor

Job Description SummaryClients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking an Associate Wealth Advisor who shares our vision and values. This impactful role will represent our firm with strong client relationship management skills and industry knowledge. The ideal person truly enjoys helping people, has strong organizational skills, and takes pride in their work.Are you ready to work hand in hand with us? Read below and apply today!
Job DescriptionEssential Duties and ResponsibilitiesProactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.Be the main point of contact for assigned client needs and ensure all client concerns are addressed.Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.Manage client referrals, ensuring smooth onboarding and integration into the firm.Conduct quarterly and annual client reviews to align financial goalsProvide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.Assist the financial advisor by note taking, handling documentation, and email management.Ensure that all compliance standards are met for client documentation and communication.Actively contribute to the firm’s ability to focus on high-level strategy by handling administrative work related to client meetings.Knowledge, Skills, And AbilitiesKnowledge ofCompany’s working structure, policies, mission, and strategiesManaged account platformsGeneral office practices, procedures, and methodsInvestment concepts, practices, and procedures used in the securities industryFinancial markets, products, and industry regulationsTrading terminologyFinancial planning softwareAI tools and agentsSkill inClient Relationship Management (CRM) softwareMicrosoft Office SuiteEffective communication (in-person, virtual, phone, and mail)Ability toFamiliarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databasesAnalyze and research account informationHandle stressful situations and provide a high level of client attention in a calm and professional mannerAnalyze problems and establish solutions in a fast-paced environmentUse appropriate interpersonal styles and communicate effectivelyWork both independently and as part of a cohesive teamDemonstrate competence, dependability, and responsibility
Licenses/ Certifications: SIE, Series 7, 66, or equivalentEducation: Bachelor’s degreeExperience: 5+ years of industry experienceWorkstyle: OnsiteTravel: None requiredBenefits: Medical, Retirement, PTO + Market Holidays
Prevender Financial Services, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.