Associate Wealth Advisor

Responsibilities

• Knowledge of tax, estate and insurance planning

Develop and revise financial plans through planning software

• Obtain a mastery of technology stack offered, including CRM system and custodian websites
• Diligent recording of client communication and information within the client relationship management platform
• Engage in advisory team business planning efforts and support the firm’s strategic priorities
• Flexibility to collaborate on special projects with other areas of the Firm

Qualifications

Bachelor's Degree

Over one year of wealth management experience

• Active pursuit of the CFP (Certified Financial Planner) designation preferred
• Ability to communicate effectively with senior wealth advisers, portfolio managers, and clients.

Strong interpersonal skills; have a team-oriented approach

• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail

Experience creating and delivering financial plans

Knowledge of eMoney, MoneyGuidePro, or other financial planning software strongly preferred

This position is an exempt position. The annualized base pay range for this role is expected to be between $75,000-$100,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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DCLA is part of the Focus Financial Partners’ network firm community. As part of the partnership, DCLA remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.