Client Service Associate/Associate Advisor
For more than 50 years, Levy Wealth Management Group strives to help families build their legacies by protecting and building wealth. Our forward-thinking team serves our high net-worth clients in preserving their financial security while working toward an efficient transition of wealth to future generations using sophisticated planning and investment strategies.
A phased approach – This Associate Advisor is expected to function as a Client Service Associate for a minimum of six months before advancing in the role. The phased approach will ensure a mastery of the Client Service Associate role that will serve as a solid foundation for the Associate Advisor to build upon.
Phase 1 – Client Service Associate Functions: The Client Service Associate will become a trusted resource to our advisors and clients. He/She will develop operational and administrative skills to onboard new clients, open accounts, process asset transfers and cash movements and resolve operational problems while maintaining compliance standards. Part of this time will be spent with Lead Advisor for intended advancement to Associate Advisor position. Annual salary for this role is $65-75k.
Phase 2 – Associate Advisor Functions: Upon mastering the role of a Client Service Associate, the new Associate Advisor will be responsible for supporting the Lead Advisor in providing superior service to our clients and will function as a quarterback to ensure all commitments are met. The Associate Advisor will manage, gather, and analyze client data and assist in the development of financial plans and other client deliverables. Annual salary for this role is $95k-$110k.
Bachelor’s degree in business administration, accounting, finance, or similar field preferred. 1-2 years’ experience in the financial services industry in a supporting role desired. Financial Planning and/or Estate Planning experience is a plus. FINRA licenses and CFP certifications preferred or required to obtain within 2 years. LPL’s ClientWorks experience is a plus.
The successful candidate will possess a broad range of skills including:
Submit your resume to: Info@LevyWealth.com
This is a hybrid remote position.