Associate Wealth Advisor

Salary: $55,000 - $75,000 DOQ

It’s a great time to join our close knit and growing, fiduciary wealth management firm. Get all the advantages of working with a large company in a small business environment. Not only do we take pride in what we do, we have fun changing lives every day!

As recognized by InvestmentNews as a “Best Place to Work for Financial Advisors,” Petersen Hastings is a high-energy, collaborative team, with a mentoring culture that focuses on excellence, integrity, and servicing our clients to the best of our ability. If you have a desire to grow in the financial services industry, enjoy being incentivized for exceptional work, and thrive on exceeding the financial needs and goals of our clients, apply today!

Overview

This Associate Advisor position is responsible for assisting the Associate Wealth Advisor Team in managing existing client relationships and supporting their business development efforts. Responsibilities also include monitoring service level data gathering, modeling, case design, scenario building, financial plan development and presentation development.

Essential Duties and Responsibilities

• Assist in the gathering and organizing of client data necessary to develop a financial plan: client financial statements, tax returns, estate planning documents.
• Utilize various financial analysis programs for the Advisor Teams. Perform review of output for completeness and accuracy.
• Perform a wide range of financial planning duties for both new and existing clients, including retirement modeling, risk management/insurance analysis, educational modeling, estate reviews, tax reviews, and other applicable financial planning topics.
• May attend client facing meetings in a technical, supporting and learning role.
• Support advisors in managing client service delivery by preparing agendas, organizing plans, anticipating and scheduling client review meetings, and providing appropriate follow-up.
  
• Participate in portfolio review/monitoring process and work in collaboration with the investment team to manage portfolio allocations cash flow, tax issues, etc. associated with client portfolios.
• Compose and generate correspondence and client documents, including spreadsheets and reports.
• Provide support to advisers on research for tasks, clients, and other areas as required.

Preferred Experience

• Bachelor’s degree in personal financial planning, accounting, finance or related field. Alternative fields of study will be considered.
• Series 65/66 certification or willingness to successfully complete within 60 days of hire.
• Experience and industry designation(s) such as the following: CRPC, CFP, AIF, is desired.

Skills and Knowledge

• Proficient in mathematical concepts and calculations; solid finance fundamentals.
• Excellent research and problem-solving abilities.
• Detail-oriented with a high degree of accuracy.
• Excellent communication and listening skills.
• A client-first attitude.
• A team player, collaborative, able to work with and through others.
• Flexible, self-motivated, and an effective time manager.
• Possesses unquestionable integrity.
• Highly proficient in Office 365.

Personal and Interpersonal

• Committed to strong values and upholding the highest ethical behavior.
• Adhere to strict standard for confidentiality and discretion of all client information.
• Ability to project a professional image of her/himself and Petersen Hastings to clients, prospects, and other third parties.
• Work well under pressure and willing to contribute to the wider strategic picture.
• Capable of developing partnerships with internal departments and external organizations with clarity, flexibility, and sensitivity.
• Collaborative, able to work with and through others.

About Petersen Hastings

With current offices located in Kennewick and Walla Walla, WA, Petersen Hastings provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor and client.

 

We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building

a team of great advisors through a culture of shared success.