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Stone Arch Advisory Group · 3 months ago

Associate Wealth Management Advisor

St. Cloud, St. Cloud, MN, US

Full-time

Onsite

Senior Level

$83K/yr - $100K/yr

5+ years exp

Stone Arch Advisory Group is currently looking for an Associate Wealth Management Advisor to join their Award Winning Team. The primary responsibility of the advisor is to regularly review a group of existing client’s financial planning and investment strategies, ensuring they are continually meeting the best interests of the client.

ConsultingFinancial ServicesProfessional ServicesWealth Management

Responsibilities

Consistent and timely client communication through regular phone calls, emails, and meetings

Client relationship development and management, maintaining effective relationships, gaining client’s trust and confidence

Maintaining a positive, professional, and team-focused attitude while working internally with team members and externally with clients

Explaining investment products and/or investment performance to existing clients, making recommendations on changes as needed

Accepting redemptions/withdrawals from clients, discussing tax consequences, costs, and fees

Develop and become well versed on life, annuity, and long-term care products available to clients through Northwestern Mutual and outside brokerage firms utilized by Stone Arch Advisory Group

Clear understanding of planning software and presentations, including, but not limited to: Retirement projections (PX), Life/Disability/Long-Term Care needs analysis, and retirement income distribution strategies

Identifying and solving for the client's financial planning needs as it pertains to Insurance (Life, DI, LTC), Annuities, Asset accumulation strategies, and analysis

Clear communication of recommendations to the team, ensuring a smooth process and client experience

Completion of compliance tasks, such as: Dictating and documenting client meetings and conversations, creating a record of them by saving in CRM and electronic client folders

Maintaining client records by keeping them current, making updates as needed

Maintaining CE credits and certifications, and staying aware of deadlines to keep certifications, licenses, and designations active and in good standing

Administrative functions, such as: Maintaining own calendar, Meeting scheduling and coordination, Sending Zoom calendar invites to clients, Staying informed on technology changes and procedures when conducting business, Proficient with Microsoft Office, CRM, and other software and tools as needed

Qualification

Series 7 & 66/63 registeredMN State LifeAccident & Health licensedFinancial analysisWealth management experiencePlanning software proficiencyClient relationship managementCommunication skillsCritical thinkingProblem-solving skillsTeam collaboration