Associate Financial Advisor

Company: Alaska Permanent Capital Management Co
Location: Anchorage
Posted on: March 26, 2020

Job Description:

At APCM Wealth Management for Individuals (AWMI), we are a team of smart, driven and capable professionals who enjoy autonomy and flexibility due to the respect we have for each other. Together we approach our work of defining team goals, and the tasks to achieve them, with energy and passion. Individuals' strengths and interests are fostered through continual professional development and mentoring. We are looking for a dedicated professional who values the trust instilled in us by our clients and thrives in a team environment.Position:--Associate Financial Advisor Level 1AFA1Client ResponsibilitiesInteract with clients for onboarding; review meeting presentations; answering routine questions and service requests; and financial planning strategiesTeam ResponsibilitiesWilling to work in a team environment and be a great teammateFirm ResponsibilitiesUnderstand and support the firm's vision, mission and valuesEngage in teamwork and teambuilding and integrate into the culture of the firm Growth ResponsibilitiesSupport Lead Advisors, Senior Advisors and Directors by participating in research and projects for the current management and future growth of the firm Degrees and DesignationsMinimum Bachelor's degree from an accredited university or collegeExperienceZero to three yearsSkills RequiredCore knowledge of financial industry, investments and financial planning concepts Knowledge of the firm's core systems; Microsoft 365 and Office platform Ability to perform basic financial analysis Skills to DevelopKnowledge of planning areas including financial planning, investments, budgeting, taxes, risk management and estate planning Knowledge of technology solutions used by the firm Professional networking and community involvement encouragedPerformance MeasuresAdvancement of technical skills Proficiency in firm software and technologyDevelopment of soft skills related to client communicationsCompletion of Series 65 licensingEnroll in CFP-- Designation program Participation in team dynamicsCompensationFull-time salaried position with standard benefits package; 401(k) and Cash Balance Pension plans; incentive and discretionary bonus planAdditional Details on Anticipated Responsibilities and Duties:Gather, organize, and synthesize client information for preparation of financial plans and strategiesCoordinate with the clients' attorneys and CPAs, if needed to obtain information necessary to develop and complete the financial planOrganize client financial information and electronic case files, preparing reports, letters, and other correspondence, and completing special projects as appropriateDevelop financial plans including alternatives and recommendations for Lead Advisor's review and client presentationPrepare for client review meetings, financial plan updates, portfolio reviews, gather client data/information, and implement recommendationsInitially attend client meetings in a technical, supporting and learning roleProgress to participate in client meetings, assist in presenting financial plans and recommendationsAssist with client asset management, including coordination of complete financial planning and wealth management integration (analysis, estate planning, tax strategies for assets under management, and portfolio rebalancing)Manage client relationships, including ongoing and regular client contact and communications. Interact with clients in person, over the phone, and emailParticipate in comprehensive financial planning for clients, including coordination of asset management, estate planning and risk managementMaster firm specific software, including MoneyGuide ProFP, Orion, and SalesForceAttend team meetings, volunteering for research, new initiatives and management projects for the internal operation of the teamCareer Path: This position is expected to progress to Associate Financial Advisor Level 2 (AFA2) within 12 to 24 months. Mentoring will be provided to promote skills for excelling at your position, contributing to the business beyond standard job functions, and promoting your development.Firm Values: Maximum benefit/minimal fees for the client is top priority We are industry experts with the highest credentials Work and life balance is part of our culture Profitable clients provide momentum for continued success An engaged team contributes to a great work environment

Keywords: Alaska Permanent Capital Management Co, Anchorage , Associate Financial Advisor, Accounting, Auditing , Anchorage, Alaska