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ResponsibilitiesCBIZ seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Associate Wealth Advisors provide a high level and broad range of technical and client management support and assist in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance.
Essential Functions and Primary Duties
- Working closely with a managing wealth advisor leading relationships with individuals, families and higher net worth clients by providing high touch comprehensive wealth management services;
- Constructing and ultimately overseeing all aspects of managing multiple client relationships, including;
- Portfolio review and construction
- Complex analysis and research related to financial, estate, income tax, and investment planning;
- Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients;
- Documenting meetings, recommendations and action plans;
- Overseeing implementation of agreed upon recommendations;
- Coordination with other professionals supporting the client’s financial plans (e.g. estate planning, tax preparation, insurance);
- Ongoing monitoring and management of the client’s wealth management plan;
- Coordinating and actively participating in client meetings;
- Further developing an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company’s approved investment strategies; and
- Communicating the full range of the Company’s services and capabilities to clients and prospective clients
Preferred Qualifications
- 0-5 years of relevant work experience
- Bachelor’s Degree
- Series 65, equivalent licenses or designations/certifications that permit an individual to act as an Investment Advisor Representative, or obtain the Series 65 within 90-120 days of hiring
- Look to pursue one of the following designations once eligible: CPA, PFS, CFP, or CFA
- An interest in and a desire to develop an understanding of investments and investment philosophy;
- A desire to obtain an understanding of matters related to income, gift, and estate taxes, employee benefits, insurance, and personal and philanthropic wealth transfer strategies;
- Strong interpersonal, written and verbal communication skills to convey complex financial concepts in a clear and client-friendly manner;
- Analytical expertise, attention to detail, and self-initiated follow-through; and
- Commitment to serving as a fiduciary for every CBIZ client.
What We Offer
- Competitive salary with performance-based incentives.
- Comprehensive benefits package, including health, dental, and retirement plans.
- Mentorship and training to support professional growth.
- A collaborative and supportive team environment.
- Opportunities for advancement within CBIZ.
Minimum Qualifications
- High School diploma or GED required
- 3 years of experience in related field
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses
- Must be able to work in a team environment
- Presentation skills mandatory
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
- Must be able to travel based on client and business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- High School diploma or GED
- Bachelor's Degree
- 3 years of experience in related field
- Series 65 or equivalent license (obtain within 90-120 days if not held) and preserve required licenses
- Pursue designations once eligible (CPA, PFS, CFP, or CFA)
- Strong interpersonal, written and verbal communication skills
- Analytical expertise, attention to detail, self-initiated follow-through
- Commitment to serving as a fiduciary
- Ability to work in a team environment
- Presentation skills
- Proficient use of applicable technology
- Demonstrated ability to communicate across organizational levels
- Ability to travel based on client and business needs
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
