Associate Wealth Management Advisor Position DescriptionThe Associate Wealth Management Advisor is a client-facing position that supports our Wealth Management Advisors in serving our clients by handling intra-meeting communication with clients and acting as a liaison between the Advisor team and Portfolio Management, Research, and Tax & Financial Planning. The role includes the opportunity for skill development and career advancement. Once an Associate Wealth Management Advisor has demonstrated his or her aptitude in the position, he or she may also take on full responsibility for select clients. This position is in Richmond, Virginia. Position MindsetUnderstandingDemonstrate a deep understanding of investment decisions made by the Investment Strategy Group, both from a macroeconomic and security fundamentals standpoint.The associate advisor must be able to immediately and accurately answer client questions about Godsey & Gibbs economic outlook and how actions taken in their portfolio are consistent with that outlook.Maintain an in-depth (working; practical) understanding of market conditions, trends and overall economic outlook.Be able to assist Wealth Management Advisors in setting investment objectives that are best suited to meet client goals and adhere to risk and tax constraints.Prepare and review financial plans for wealth management clientsCommunicationClient outreach, including an overview of market outlook, and quarterly portfolio updates.Communicate updates or changes in a clients financial or personal situation to the Advisor, Portfolio Management, Tax & Financial Planning, and Research as necessary.Follow up with the client on any outstanding items.About 20% of time traveling to meet with the Advisor and/or with clients.Participate in client meetings with Wealth Management Advisors.CommitmentAssociate Wealth Management Advisors commit to always act in the clients best interest and provide prompt, excellent client service. Qualifications and ExperienceBachelors degree with a concentration in Economics or Finance.No less than five years direct client-facing experience in the financial services industry.CFP Certification or equivalent.Excellent verbal and written communication skills.Potential to become a subject matter expert in areas such as Trust or Estate Planning. Godsey & Gibb Wealth Management provides a very professional, high-touch, high level of client service. To achieve this level of client service, effective team work and communication with colleagues and with clients are essential. In joining a team of successful professionals, the right candidate will be expected to put our clients' best interests first and participate in providing an exceptional client experience. Please apply by sending your resume to:...@godseyandgibb.com
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