The Wealth Advisor Associate is a client relationship support position for the Lead Wealth Advisor. Responsibilities include portfolio analysis, research and client communication. The Associate may participate in client meetings in a collaborative capacity.
As part of a career development plan, The Wealth Advisor Associate can earn the opportunity to progress to a Lead Wealth Advisor role and develop client relationships for the firm. The ideal candidate is someone with a growth mindset who will embrace the opportunity for both professional and personal development as an advisor.
Washburn Capital Management, Inc. is an SEC Registered Investment Advisor and Fiduciary.
Duties and Responsibilities:
The Wealth Advisor Associate can expect to focus in the following areas:
Prepare client presentations for review by supervisors
Participate in plan and investment strategy implementation
Conduct portfolio analysis and strategy research
Attend client meetings in a technical, supporting role
The Associate position typically requires the following qualifications:
Solid academic track record
Bachelor’s Degree from an accredited college or university
Minimum 2 years industry experience
Proficiency with Microsoft Office, Financial Technology
Detail-oriented, accurate, organized, able to set priorities
Strong written and verbal communication skills
Self-starter, takes initiative
Team player, collaborative, able to work with others
Desire/ability to work successfully in a small company environment
About Washburn Capital Management, Inc.
Washburn Capital Management is an independent fee-based advisory company located in Vero Beach, Florida. We were established in 1997 and have grown steadily since our founding. We are looking for a junior investment professional who is willing to learn our successful investment and administrative systems.
The applicant will have a spirit of client service and commitment to the financial advisory profession.
Additional Salary Information: Salary to be determined based on education and experience.