Associate Financial Advisor
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What you'll do
- Ensure accurate, current client information for inputs used to develop and update comprehensive financial plans; assist Wealth Managers by supporting tax planning, cash flow management, retirement planning, estate planning, executive compensation, risk management and other areas as directed.
- Scheduling client meetings upon advisor request and producing standard meeting preparation materials.
- Actively participating in client meetings, taking notes, and entering documentation into Salesforce within 24 hours.
- Update financial planning software and checklists in Salesforce as needed.
- Drafting post‑meeting summary emails and outlining next steps for clients within 24 hours.
- Initiating follow‑up tasks after meetings, including investment changes, contribution/withdrawal processing, administrative updates, opportunity tracking, meeting cadence updates, and coordination with other professionals.
- Gathering client information and financial data, preparing financial reports and presentations, and responding to client inquiries.
- Supporting senior advisors with research on planning strategies, investment opportunities, and market trends.
- Participating in prospecting activities as appropriate and supporting relationship building with existing clients, prospective clients and centers of influence.
What they're looking for
- Bachelor's degree is required.
- Strong written and verbal communication skills.
- Ability to manage multiple tasks and communicate progress effectively.
- High attention to detail and strong organizational capability.
- Proficiency in standard office software; willingness to learn financial planning tools.
- Professionalism and client‑first orientation.
- Ability to work collaboratively within a team environment.
Nice to have
- Experience in financial services or client service roles.
- Foundational understanding of investment and planning concepts.
- Interest in pursuing professional certifications such as CFP.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Current Employees and Contractors Apply Here
Osaic Careers
Wealth Management Opportunity in Financial Services
CW Advisors Associate Financial Advisor
Location(s):
Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201
Scottsdale, AZ: 15169 N. Scottsdale Road, Suite 205 Scottsdale, AZ 85254
CW Advisors & Osaic has returned to the office requiring a minimum of 5 days weekly in the office. Applicants located must be willing to work this schedule.
CW Advisors & Osaic are not considering remote candidates at this time.
Role Type: Full time
Salary: $70,000 – $80,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
The Associate Financial Advisor at CW Advisors provides essential support to wealth Advisors through meeting preparation, client service, data gathering, financial plan development, and workflow coordination to ensure a high-quality client experience.
Responsibilities:
- Ensure accurate, current client information for inputs used to develop and update comprehensive financial plans; assist Wealth Managers by supporting tax planning, cash flow management, retirement planning, estate planning, executive compensation, risk management and other areas as directed.
- Scheduling client meetings upon advisor request and producing standard meeting preparation materials.
- Actively participating in client meetings, taking notes, and entering documentation into Salesforce within 24 hours.
- Update financial planning software and checklists in Salesforce as needed.
- Drafting post‑meeting summary emails and outlining next steps for clients within 24 hours.
- Initiating follow‑up tasks after meetings, including investment changes, contribution/withdrawal processing, administrative updates, opportunity tracking, meeting cadence updates, and coordination with other professionals.
- Gathering client information and financial data, preparing financial reports and presentations, and responding to client inquiries.
- Supporting senior advisors with research on planning strategies, investment opportunities, and market trends.
- Participating in prospecting activities as appropriate and supporting relationship building with existing clients, prospective clients and centers of influence.
Education Requirements:
Bachelor's degree is required.
Basic Requirements:
- Strong written and verbal communication skills.
- Ability to manage multiple tasks and communicate progress effectively.
- High attention to detail and strong organizational capability.
- Proficiency in standard office software; willingness to learn financial planning tools.
- Professionalism and client‑first orientation.
- Ability to work collaboratively within a team environment.
Preferred Requirements:
- Experience in financial services or client service roles.
- Foundational understanding of investment and planning concepts.
- Interest in pursuing professional certifications such as CFP.
Current Employees and Contractors Apply Here
Company
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