Associate Advisor

nn ASSOCIATE ADVISOR nn nn Job Description Overview nn nn nn nnAffinity Wealth Management, LLC (AWM) is seeking a talented and knowledgeable professional to serve in the capacity of Associate Advisor in its Wilmington, Delaware office.

nn nnThe Associate Advisor’s primary role is to support our advisory teams in helping our clients live the best possible life.

This person’s duties are multi-faceted and require strong communication and numerically oriented skills.

The ideal AWA candidate must successfully manage time, identify tasks, determine priorities, and most importantly, extend a warm and professional experience to a very select clientele.

nn nn Responsibilities & Activities nn nn
•Assist Senior and Lead Advisors in meetings which includes, prep, note taking and post meeting follow upnn nn
•Serve as primary contact in performing a wide range of financial planning duties for both new and existing clients, including: retirement modeling, risk management/insurance analysis, educational modeling, reviews of estate plan documents (with assistance), reviews of tax situation and other applicable financial planning topics.

Work closely with other members of the planning team to collect and analyze data.nn nn
•Work within a defined system where client contact is made on a scheduled, proactive basis:nn nn
•Serve as lead in preparing agendas, organizing plans, preparing for client review meetings, and providing appropriate follow-upnn nn
•Coordinate all aspects of client plan presentations, including ensuring that all research and data gathering is complete, and presentation materials are prepared in a timely fashionnn nn
•Prepare and occasionally present comprehensive financial plansnn nn
•Compose and generate correspondence and client documents, including spreadsheets and reportsnn nn
•Participate in the portfolio review/monitoring process and work in collaboration with investment team to manage cash flow, tax issues, etc.

associated with client portfoliosnn nn
•Research planning ideasnn nn
•Prepare and present concise financial planning summaries to prospective clients; provide relationship management for opportunities that are developednn nn
•Maintain retirement plan models and assist in employee education.nn nn
•Some admin and operationsnn nn n nn nn nn nn Knowledge, Skills & Abilities: nn nn
· Lives our core valuesnn nn
· Has the series 65nn nn
· Working toward or has CFP®nn nn
· Understands the financial planning processnn nn
· Excellent attitude and an extraordinary research ability and orientationnn nn
· Analytical mind and attention to detailnn nn
· A genuine interest in serving and caring for other peoplenn nn
· Ability to use/learn software packages
– JunxureCloud, Orion, Emoney and Money Guide Pronn nn
· The goal of becoming a Lead Advisornn nn nn nn How to Apply nn nnTo apply submit a cover letter summarizing how you met the job criteria, résumé and three references to .

Cover letters that do not include salary history or requirements will not be considered.

Only those candidates whose qualifications meet the job requirements will be contacted.

No phone calls, faxes, or temporary agencies.

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