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Advisor Associate - Investment Advisor Affiliate

Company: Gould Killian CPA Group, PA
Location: Asheville
Posted on: September 9, 2020

Job Description:

Altamont Capital Management is looking for an energetic, organized and curious employee to fill the role of our advisor associate. We are a local investment advisory practice that is part of Gould Killian CPA Group. Altamont has been serving Asheville for 20 years and in that time, has grown a diverse client base. The position we are offering is a part-time, hourly role that will assist our President in running Altamont. Duties will include, but not be limited to: -Assist President with onboarding new client relationships: This will involve helping develop client profiles, establish financial goals, define assets and liabilities, as well as other key financial data.-Review new account documents and make sure the account opening and onboarding process runs smoothly. -Build and maintain client files-Assist with quartely reporting tasks. -Communicate with clients via phone and e-mail regarding various needs (account distributions, schedule periodic client reviews, etc.)-Help President prepare client financial and retirement planning analyses utilizing financial planning software. This will involve developing an understanding of our financial planning software.-Help maintain our firm compliance program in accordance with Securities and Exchange Commission guidelines under supervision of our President. -Help with marketing and business development. This would include working with the President to maintain the business website. -Assist President in supporting the 401k line of business. For example, assist 401k plan participants with distributions or rollovers. -Attend monthly business strategy meetings with firm leadership. Bring ideas forward in these meetings where appropriate to help with business development and strategic planning. Job Requirements:-College degree - preferred in finance, economics, accounting or business management-Securities background is a plus-Previous experience as a sales assistant at a brokerage firm or other financial institution is preferred. Characteristics of a successful employee:-Organization and efficiency-Positive attitude-Professional in appearance and bearing-Strong people skills and inter-personal communication. You will be the face of the organization.-Committment to learning and improvement-Possible pursuit of professional creditentials and training-Attention to detail and experience with completing paper work accurately. -Willingness to work extra to get the job done right and provide the best client service. Takes a personal interest in the client work and asks questions. We are looking for an employee that will become a trusted part of our team and grow with Altamont long term. We will provide training and feedback, as we are committed to the success of this employee within Altamont. In return, we ask that they are enthusiastic about helping us grow the business, curious about the work and take pride in the service that they provide to our clients.

Keywords: Gould Killian CPA Group, PA, Asheville , Advisor Associate - Investment Advisor Affiliate, Other , Asheville, North Carolina

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