Associate Wealth Advisor

Petersen Hastings

Kennewick, United States
Onsite
Financial planning duties
Client data gathering
Financial analysis programs
Petersen Hastings is seeking an Associate Wealth Advisor to support their advisor team in managing client relationships and financial planning tasks. The firm values a collaborative and mentoring culture, aiming to provide exceptional client service while fostering employee growth in the financial services industry

Job Summary

  • Join a close-knit and growing, fiduciary wealth management firm that offers the advantages of a large company in a small business environment.
  • The Associate Advisor assists the Advisor Team in managing existing client relationships and supporting business development efforts, performing a wide range of financial planning duties.
  • The firm fosters a high-energy, collaborative team with a mentoring culture focused on excellence, integrity, and servicing clients to the best of their ability.

Matching Summary

Match Score: 85

Petersen Hastings is seeking an Associate Wealth Advisor to support their advisor team in managing client relationships and financial planning tasks. The firm values a collaborative and mentoring culture, aiming to provide exceptional client service while fostering employee growth in the financial services industry.

Skills & Requirements

Must-have

  • Financial planning duties
  • Client data gathering
  • Financial analysis programs
  • Portfolio review and monitoring
  • Office 365 proficiency

Nice-to-have

  • Client-first attitude
  • Team player
  • Unquestionable integrity
  • Spanish speaking desired

Key Requirements

  • Bachelor's degree in business administration, finance, or related field
  • Series 65/66 certification or willingness to complete within 120 days
  • CRPC, CFP, AIF designations desired

Work Rights

Not specified

Tailored Resume

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