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Associate Financial Advisor

Company: Aspen Capital Management
Location: Boise
Posted on: April 10, 2021

Job Description:

Aspen Capital Management is a fee-only, independent advisory firm located in Boise, Idaho. ACM seeks to help our clients live out their life visions in a fulfilling and sustainable way. As a fiduciary, we are legally obligated to provide investment portfolio management and financial planning in their best interest without selling any products or receiving commissions.
ACM has been growing rapidly since inception in 2002, and in 2020 Financial Advisor Magazine ranked us one of the fastest growing RIAs in the nation with assets over $500M. In 2017 RIA Channel ranked us as one of the top 100 emerging wealth managers in the nation. As one of the largest and fastest growing RIAs in Idaho we are looking to add an Associate Financial Advisor to our team. If you are a high energy person who enjoys serving clients, we'd love to hear from you!
Our office is located in the heart of the vibrant downtown lunch and cultural scene. We have a small, upbeat, and nimble team who enjoys working together and taking advantage of the quality-of-life Boise has to offer. We thrive in our fast-paced, dynamic environment and need team members who enjoy broad responsibilities. We support and invest in team members' development and professional growth.
This role is based in Boise, ID. and can not be done remotely.
Core Responsibilities:

  • Assist and support the firm's lead financial advisors with existing and prospective clients.
  • Build the first draft of financial plans for new clients in MoneyGuide Pro.
  • Will need to mature into a position of running the financial planning discussion with new and existing clients and updating plans at the client's request as their situation changes.
  • Prepare information for lead advisors prior to client reviews. Update financial plan, run portfolio reports, and develop meeting agenda and topics for discussion. Responsible for post client review action items and communication with the client.
  • Collaborate with lead advisor in analysis of prospective client portfolios and develop client-ready presentation of findings.
  • Build deep domain knowledge in tax efficient financial planning and portfolio management.
  • Assist lead advisors on projects and coordinate with other team members to make sure action items are completed.
  • Provide analysis for advanced financial topics such as stock options, deferred compensation, restricted stock units, and tax loss harvesting. Review client's financial life for opportunities to reduce taxes. Will need to mature into a position of discussing these topics directly with clients without lead advisor present.
  • Educate and navigate clients through the annual process of year end IRA conversions, Required Minimum Distributions, and Qualified Charitable Distributions.
  • Once you understand our systems, accurately trade client portfolios for rebalancing or cash management needs.
  • Work with other team members to evaluate new technology solutions.
  • Develop deep expertise in our technology stack (currently MoneyGuide Pro, Orion, Redtail, and TD Ameritrade Veo One).
  • As skills are developed over time, our desire is for this position to mature to a lead advisor taking the primary responsibility for client relationships.
  • Desire to build business development skills over time to attract new clients to the firm.Requirements:
    • Minimum two years of experience in financial planning or a related industry - if you think you're an exceptional candidate who doesn't meet this requirement, please apply and explain why your work history and skills can be leveraged into this specific job description.
    • Team player with the ability to collaborate with others.
    • Positive energy and professional, upbeat attitude.
    • Ability to multi-task in a fast-paced, entrepreneurial environment - can pivot quickly and is comfortable with a broad set of responsibilities.
    • The ability to communicate (verbally and in writing) complex financial topics in a simple, digestible manner.
    • Excellent customer service with strong written and verbal communication skills.
    • Good time management skills in order to handle multiple client requests and contending priorities from other team members.
    • A desire to cultivate business development skills and expand the firm's client base.
    • Highly proficient in Microsoft Excel, Word & PowerPoint.
    • Knowledge of the following software is a plus: TD Ameritrade Veo One, MoneyGuide Pro, Orion, Redtail.
    • Series 65 license
    • Will be expected to achieve the CFP designation.
    • Bachelor's degree
      Job Type: Full-time, salaried position. Compensation depends on experience. Paid time off, healthcare, generous firm 401k contribution.
      AFTER applying on LinkedIn, Please send your resume along with a cover letter explaining your applicable skills and why you are interested in the position to with the subject line: "ACM Associate Financial Advisor"

Keywords: Aspen Capital Management, Boise , Associate Financial Advisor, Accounting, Auditing , Boise, Idaho

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