Pathlight Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help our clients to develop a clear vision of their life goals. The team at the Pathlight Advisors helps support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life.
Pathlight Advisors also has a niche in designing, advising, reviewing and monitoring qualified retirement plans.
Pathlight Advisors
The culture at Pathlight Advisors is focused on excellence and individual growth. We encourage advancing education and acquiring additional designations. We want to create a career path and trajectory for our team members that capitalizes on their strengths. We believe when a team member is valued and encouraged it benefits the entire organization.
Role Summary
The primary responsibility of the Associate Financial Planner is to provide support to the Financial Advisors preparing client meeting material utilizing eMoney, offer recommendations, obtain illustrations and possess financial product knowledge. We are looking for a candidate with great attention to detail, accuracy and technical writing skills. Editing and proofreading is critical when preparing client meeting material for our high net worth individual and corporate clients.
This role requires a self-starter who is disciplined and uses time effectively and meets deadlines. The ideal candidate will possess a naturally positive attitude with a friendly & optimistic communication style. The chosen candidate will be a member of a dynamic team in a collaborative, client-focused environment utilizing their exceptional organizational, communication and problem-solving skills. This is a role that offers great career path opportunities.
Role Responsibility
· Prepare client meeting material
· Prior to client meeting obtain financial updates and enter information into the financial software eMoney, review scores and consult with Financial Advisor
· Review prior client meeting notes to ensure follow-up actions have been completed
· Complete post meeting eMoney updates when needed
Develop and maintain proficient knowledge of financial products and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
Maintaining data integrity across all systems and updating as necessary.
Participate in special projects and perform other duties as assigned.
Role Requirements
· 3+ years of experience in the financial services industry, in a registered capacity.
· Must hold securities registrations of Series 7 along with Series 63. Series 65/66 strongly preferred or to be obtained within 90 days of hire
· Dedicated to excellence in everything you do
· Outstanding communication skills - verbal and written
· Experience with eMoney
· Must be organized, meticulous & detail oriented
· Ability to thrive in a fast-paced environment, as well as the ability to prioritize and multitask
· Impeccable problem solving and time management skills a must
· Ability to exercise good judgement by recognizing urgency and setting priorities
· Must be able to pass background check
· Must possess a valid driver’s license and have reliable transportation
Schedule, Benefits & Compensation
· Monday through Friday 7:30am - 4:00pm
· 401 (K) and Profit Sharing
· Paid Time Off
· Competitive Salary
· Health and Dental Insurance
Pathlight Advisors is an Equal Opportunity Employer
Job Type: Full-time
Salary is commensurate with experience and qualifications
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Experience:
- Paraplanning: 1 year (Preferred)
License/Certification:
- Series 7 and Series 66 (applicable 63 & 65 Registrations) (Required)
Ability to Commute:
- Scottsdale, AZ 85254 (Preferred)
Work Location: In person
