Are you a tactical genius, detail oriented who enjoys organizing and prioritization to help others? If so, join us as we help people get the most life out of their wealth with our unique approach to financial planning.
The Current Landscape: The Executive Associate's mission is to serve the Advisors and maximize their time to focus on the things that will have the most influence on the firm's growth and impact. They will ensure the Advisor has the necessary resources and capacity to meet their objectives.
The Role:
Expand the Advisor's Bandwidth and Resources: Ensure the implementation of their vision and eliminate distractions.
Relationship Builder: Committed to sharing the vision and growing together every day.
Professional: Is discerning, competent, respectful, gracious, and maintains strict confidentiality.
Fast-Paced, Intense, Responsive and Adaptable: Is not afraid to be proactive and try new things. Has a high sense of urgency and can switch between tasks and projects quickly.
Resourceful: Views no problem as too big and no task as too small. Figures things out, handles them, and gets the job done.
Exceptional Written and Oral Communication Skills: Communicates fluidly on behalf of the Advisor and firm through memos, emails, in person, and on the phone.
Zero Ego: A dynamic team player who prefers to lead from behind. Committed to learn, work, and grow together.
Highest Priority Functions:
- Project management and calendar gatekeeper for Private Wealth Management Advisors
- Email Construction and Management
- Calendar / Scheduling Management
- Project Coordination
- Meeting documentation and follow up
Position Reports To: Business Operations Manager
Position Partners: Assists and collaborates with Private Wealth Management Advisors
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person
