Yuma Investment Group, a growing wealth management firm, is seeking an Associate Wealth Advisor or Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Responsibilities & Activities:
Ø Establishing new client relationships.
Ø Maintaining current client relationships.
Ø Annually meeting with each client to review their accounts and update items as needed.
Ø consistently monitor client activity and address needs as they arise.
Ø work closely with the team to continue to improve our client experience.
Ø Process investment changes, client requests in a timely manner.
Knowledge, Skills & Abilities:
¨ Required:
Ø Bachelors Degree
Ø Series 65 license, must be obtained before hiring.
Ø Ability to pass background and credit check.
Ø Excellent attitude and an extraordinary client service orientation
Ø A strong focus on getting the details right
Ø Excellent organizational and time management skills
Ø An ability to handle multiple tasks and handle stress
¨ Helpful:
Ø Previous securities industry experience
Ø Insurance License
Other Qualification Requirements:
To meet the requirements of this job an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The employee may occasionally be required to do light lifting, less than 20 pounds. While performing the duties of this job, the employee is regularly required to sit, and talk or hear. The employee is occasionally required to stand and walk.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee works in an office environment. The noise level is usually quiet. Some city, state or national travel may be required.
Mental Demands:
The mental characteristics necessary to competently perform this job may involve the need to be creative and persuasive. The employee may need exercise resourcefulness in solving problems and be able to multi-task.
We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
Education:
License/Certification:
- series 65 License (Required)
Ability to Commute:
- El Centro, CA 92243 (Required)
Ability to Relocate:
- El Centro, CA 92243: Relocate before starting work (Required)
Work Location: In person
