Boly:Welch
Job Number: 16045
Salary: $90K-$120K DOE
Industry: Financial Services
Must Haves:
- 3-5 years of experience in Financial Planning
- Bachelor’s degree in financial planning or related field
- CFP Required
Your New Role:
This fast-growing investment advisory firm is in search of a Senior Associate who can not only collaborate seamlessly with various internal teams, ensure an unparalleled experience for their clients, but is eager to grow their career!
As Senior Associate, you’ll conduct client meetings, formulate and deliver comprehensive financial plans, and maintain regular communication with the management team. Additionally, you’ll actively participate in data analytics as well as craft and present tailored content. You’ll engage directly with existing and potential clients, offering comprehensive expertise across the spectrum of financial planning, while simultaneously providing assistance to the Wealth Advisors.
Beyond demonstrating a sound understanding and enthusiasm for the field, your steadfast commitment to meeting deadlines, staying informed about regulations affecting financial planning, meticulous attention to detail in project management, and effective communication will go far here. You’d be a great fit for this role if you’re driven, deeply invested in client service, and are seeking a future as a Wealth Advisor.
This is a hybrid position.
Your New Organization:
This RIA firm is one of the fastest growing firms in the country offering comprehensive wealth management services with their client’s best interest in mind. The office is busy, and collaborative teamwork is a priority. They’re committed to providing tailored service to their clients that will help them grow and preserve their financial assets to meet their personal lifestyle goals — whatever that might look like for them.
Your benefits here will include unlimited PTO; dental, medical, and vision coverage; disability and life insurance; and a 401(k) plus match.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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Please Note
Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.
We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!
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To apply for this job please visit apply.bolywelch.com.