Associate Advisor

HourlyWork is assisting Zen Wealth Advisors hire an Associate Advisor to join its team. Despite the company being fairly new, it is growing. This is an opportunity for someone with 1-3 years of work experience to join an incredible company.

The Associate Advisor will have a critical role in providing relationship management support for

the firm. The associate advisor will be responsible for developing financial plans, portfolio

reviews, maintaining client records, as well as growing and developing client relationships. The

ideal candidate will collaborate with the advisory team in preparing and participating in client

meetings and assist with plan development and research. This position has significant

opportunities for further advancement and professional development.

Responsibilities:

• Assist with managing and building client relationships
• Analyze financial statements, account statements and cash flow summaries
• Prepare and deliver client proposals and financial plans
• Attend client meetings and prospective client meetings with advisor
• Assist with investment portfolio data aggregation and analysis using Morningstar Advisor Toolkit
• Manage client account records and activity in SalesForce
• Assist with client on-boarding and communicating planning process to clients
• Prepare and deliver educational materials to clients regarding financial planning, retirement planning, and investment education
• Collaborate with team to prepare financial plans and business development initiatives
• Engage in business development activities, including industry events, networking events, and associated groups
  
  

Job Requirements:

• 1-3 years of work experience, preferably in technology, financial services, banking, education, or sales-related field
• Bachelor’s Degree
• Willingness to learn and be part of a growth environment
• Excellent communication, time management, and organizational skills
• Ability to work as a team-player
• Exemplary listening skills
• Exceptional attention to detail
• Proficiency with Excel, Microsoft Outlook, and online data entry
• Strong attention to detail
  
  

Benefits:

• Health Insurance
• 401K with Employer Match
• Incentive-Based Compensation
• Hybrid Work Environment
• Work-Life Balance
• Opportunity to grow and expand professional network
  
  

About the Firm:

Zen Wealth Advisors, LLC is a Registered Independent Advisor (RIA) founded in 2023 to pioneer

a new method of wealth management, rooted in transparency and personalized advice. The firm

provides fee-based comprehensive wealth management servicesto families and business owners

and focuses on building customized plans based on client goals and risk tolerance. Client

relationships are deep and curated based on a no-frills, straightforward approach. The firm is

looking to grow its team of advisors to continue building new and existing client and professional

relationships. Additional information can be found at https://zenwealthllc.com/.

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