Client Associate - Associate Advisor

Description

Client Associate Role :

The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and action items needed to meet the client's objectives.

About Precision :

Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals & Families and Businesses. Precision Wealth Strategies has a refined process empowering clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Planning with a Purpose. Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we

Responsibilities

Essential Functions / Responsibilities :

• Serve as the primary contact for a specific group of client relationships
• Maintain and update the "Actions on Purpose" for assigned clients (Actions on Purpose or AoP is essentially where we track client planning objectives, required actions, etc.)
• Facilitate and manage the tactical actions required to reach Client Objectives (we have a team that handles paperwork processing, and another team that handles investment management / implementation, so this wouldn't always involve performing the tasks, but rather facilitating the flow to make sure tasks are accomplished).
• Schedule the appropriate number of meetings with assigned clients each quarter / year (depending on the level of engagement, this may vary from one investment review per year to multiple meetings per quarter)
• Lead client meetings with a focus on driving Client Objectives forward (noting which objectives have been accomplished, remain to be accomplished, etc.)
• Identify new assets (potential AUM) within existing client relationships (this isn't a hunter-type position, but rather a farm / cultivate-type position)
• Manage the Client Experience (ensure proper access and training on the client-facing systems)
• Work independently to accomplish all activities required to meet plan preparation deadlines

Qualifications