Our Firm Strategic Wealth Partners ("SWP”) is a top independent wealth management firm founded in 2008. Our firm consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and the personalized service they deserve. We take the time to understand our client's unique circumstances. Each of our clients deserves a team of financial specialists that match their unique needs. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at www.stratwealth.com.
Job Summary The Associate Wealth Advisor ("AWA") will be part of a team that is responsible for performing various activities which support the investment activities of the Wealth Advisors. The core duties include client meeting preparation, meeting notes, client follow-up, portfolio rebalancing, and financial projections.
Interested candidates should apply online at https://www.stratwealth.com/about-us/#careers
Salary/benefits are competitive based on industry standards.
Salary: based on experience
Bonus eligible; prorated for the first year of service
Paid Time Off
Benefits include health care, dental, 401(k)
Strategic Wealth Partners is an Equal Opportunity Employer
The position typically requires the following skills:
Experience working with a financial services firm
Experience with portfolio management and trading
Experience with eMoney a plus
CFP® or Registrant preferred
Experience working with wealthy individuals and families
Bachelor's Degree from an accredited institution
Desire to work in a small company environment
Desire to be part of a team
About Strategic Wealth Partners
Strategic Wealth Partners, LLC is a top independent investment advisory and financial planning firm providing successful wealth strategies and independent, objective advice to high net worth individuals and institutions. We provide a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. We believe in the value of independent, comprehensive wealth management. We strive to help clients in seeking to preserve and grow wealth through independent and objectively selected investment vehicles.