Now Hiring! Associate Wealth Advisor
KerberRose is seeking an Associate Wealth Advisor for our Green Bay office. KerberRose is a rapidly growing Advisory firm with 10 locations in Northeast WI. We offer competitive salary, excellent benefits including 401(k) profit sharing, paid time off, comprehensive insurance package and opportunities for professional growth.
Responsibilities:
Evaluate clients’ financial needs, current holdings and available investment capital to assist them in identifying their investment objectives
Monitor client portfolios and make recommendations consistent with changes in economic and financial conditions as well as the client’s needs and objectives
Analyze, draft and implement comprehensive financial and investment plans to meet client objectives
Knowledge of technology and software planning tools to analyze and report financial data
Educate clients on the on-line tools and resources available to them
Prepare and deliver clear, effective and professional presentations
Attend client and/or prospect events and seminars
Anticipates client needs, solves problems and follows through with exceptional service
Responds to incoming emails and telephone calls in a professional manner to ensure that the client’s request is met in a timely fashion
Assist in the development of financial investment models
May participate on KerberRose investment committee
Enter and execute authorized securities trades
Interacts with Professional Partners to develop relationships to meet client’s needs
Documents all relevant action items and tasks being tracked in Redtail CRM
Executes project-related tasks to contribute to the firm’s development
Stay current and informed of new investment products and market trends
Participate in training and development to continually improve the ability to provide the best advice and service for clients
Cultivates ideas to develop or help improve office systems and protocol
Conduct productive networking and prospecting in the community
Requirements:
2 or more years of experience is in the business industry
Agreement with management to work towards obtaining a professional designation such as Certified Financial Planner (CFP)
Prior insurance or financial experience is desired
Knowledge of economic and accounting principles, practices and financial markets
Bachelor’s degree strongly preferred
Series 7, 66 or 65 required
Life, Health and Disability license preferred
Outlook email and calendar
Microsoft Excel, Word, Adobe PDF
CRM Database experience and task management is helpful
Ability to improvise and proactively assist in client requests or firm tasks
Self-directed and motivated
High communication skills (written and oral)
Strong analytical skills
Superior time management and organizational skills
Attributes and Behaviors:
Develops and maintains positive working relationships with others
Arrives to work each morning on time
Actively shares ideas and information on firm roles, responsibilities and systems
Completes tasks accurately and timely
Admits to mistakes immediately and works quickly to resolve the issues
Maintains a high customer service ethic and is passionate about meeting and assisting clients
Prepare and deliver clear, effective and professional presentations
Effective listening and questioning techniques to identify clients’ needs
Good verbal and written communication skills to communicate ideas and thoughts in a clear, professional manner
Demonstrate excellent work ethic
Takes pride in the achievement of team objectives
Assists team members unprompted
Keeps pace with changes and acquires knowledge/skills necessary for business development
Salary Range: $40-$70K
Benefits:
Our employees are our most valuable assets and we want you to make a career with KerberRose Wealth Management. That is why we offer a comprehensive benefit package. The following benefits are available subject to group plan requirements and underwriting approval:
Student Loan Paydown Benefits
Health, Dental, and Vision Insurance
Flex Spending Account/Section 125 Plan
Health Care Reimbursement Account
Short-Term and Long-Term Disability
Life Insurance
Wellness Programs
Gym Membership Reimbursement
Employer Matching 401(k)/Profit Sharing Plan
We also provide you with:
Paid Time Off
Paid Holidays
Continuing Professional Education
Quarterly bonus plan
Next Career Path: Wealth Advisor