Associate Financial Wealth Advisor
AMG NATIONAL TRUST - Denver, CO
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Position Summary:Provide effective financial counseling and investment advice to corporate executives and high net worth clients.Proactively develop client relationships and new business.Education / Experience Requirements:* Bachelor's Degree, preferably in finance, financial planning, accounting, economics, or tax* Preferred designations: MBA, CFA, CFP, or CHFC* Prefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environmentKnowledge and Skills Requirements:* Desire to establish new relationships and build business* Advanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation and employee benefits* Ability to maintain confidentiality* Ability to quickly grasp changing situations and react appropriately* Demonstrated social presence and social awareness* Willing and able to learn and adapt to new situations and responsibilities* Exceptional oral and written communication skills* Demonstrated desire to reach out to people, understand their needs and maintain frequent contact* Desire to continually learn and work hard* Superior organizational skills, attention to detail, follow-through and accuracy* Ability to travel about 40% of the timeResponsibilities:* Provide financial counseling and investment management services to AMG clients that meet AMG's standards and practices* Maintain highly respected and confidential relationships with AMG clients* Maintain the highest level of client satisfaction with AMG's services* Take initiative, provide valued advice and be proactive with clients* Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately* Fully understand and help market the full array of AMG's services* Help build AMG's image in the community* Understand and be able to explain AMG's methodologies, economic scenarios and recommendations* Contribute to effective and efficient firmwide financial counseling practices, as requested* Maintain highly effective and respectful working relationships with AMG staff of all levels* Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs* Maintain up-to-date knowledge of all investment and financial counseling-related subject areas* Effectively set and communicate priorities* Regularly attend and participate in conference calls and staff meetings* Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail* Exercise effective judgment* Adapt to changes and new responsibilities* Other duties as assigned* Job applications will be accepted through October 31 , 2024Job Type: Full-timePay: $70,000.00 - $100,000.00 per yearBenefits:* 401(k)* 401(k) matching* Dental insurance* Dependent care reimbursement* Employee assistance program* Flexible spending account* Health insurance* Health savings account* Life insurance* Paid time off* Parental leave* Professional development assistance* Referral program* Tuition reimbursement* Vision insuranceEducation:* Bachelor's (Required)Experience:* Microsoft Excel: 3 years (Required)* Personal wealth management: 2 years (Required)* Financial analysis: 2 years (Required)Language:* English (Required)License/Certification:* CFA (Preferred)* CFP (Preferred)Location:* Denver, CO 80111 (Required)Ability to Commute:* Denver, CO 80111 (Required)Willingness to travel:* 25% (Preferred)Work Location: In person
Created: 2024-10-11