Uncommon Wealth Partners, LLC – Financial Advisor
The role of Wealth Manager/Financial Advisor requires many skills encompassing administrative aspects of business operation including financial planning, transfers and new account processing, client invoices and on-boarding their own clients. The Financial Advisor supports the Managing Partners and works in conjunction with the Executive Assistant, Lead Planner, Financial Coach to ensure that the business runs smoothly and clients are serviced.
Key Responsibilities
- Manage all aspects of their client relationships including:
- Communication Schedule
- Account Reviews/Maintenance
- Allocations match to risk tolerance for securities/investments
- Prep and prepare for all client review meetings w/ Lead Planner
- Complete new account illustrations for clients
- Prepare all financial plans for onboarding new clients and updating existing client plans
- Other duties as assigned
Minimum Qualifications
- Proven office management, administrative or assistant experience
- Competency in Microsoft applications including Word and Excel
- Demonstrated ability to produce results with limited guidance
- Excellent written and in-person communication skills
- Strong organizational skills and attention to detail
- Excellent follow-through
- Series 65 is required
- Experience with any of the main financial planning software, preferably eMoney
The Preferred Candidate
- Associate’s degree in business or business management.
- 2 + years’ experience in office management in the wealth management industry or related field.
Compensation and Benefits
- This position is full-time with definite overtime required to make it in this industry.
- This position can be remote or in office.
Please email Bryan Dewhurst with your resume to
JOB IS EXPIRED.