Associate Advisor

G&G Wealth is an experienced Scottsdale based team of professionals who strive to provide tailored, expert advice on all aspects of wealth management for a select group of women individuals, families, and businesses both locally and around the country. Our mission and passion are to become a trusted partner to our clients while guiding them through all stages of their financial lives. We strive to: Guide, Grow and Guard Your Preferred Lifestyle.

If you have a passion for helping people achieve their dreams and are looking for an opportunity to learn the world of financial planning, trading, and investing within a collaborative, experienced team culture, then consider an opportunity to join G&G Wealth.

The ideal candidate will have at least 2 years’ experience in the financial services industry OR is a recent graduate with a degree in financial planning. The candidate will be hired to work with existing client relationships and will not have business development requirements. This person should also be looking for long-term employment in our N. Scottsdale location.

Job Responsibilities

• Work with the Lead Advisor to deliver impactful client meetings. This will entail preparation for meeting including presentations, report generation and client follow-up.

• Work with the Lead Advisor to develop a thorough understanding of each client's financial situation to develop and create comprehensive financial plans.

• Enhance client service experience for clients by deepening the relationships and customizing solutions to helping achieve clients’ financial goals.

• Uncover additional investment opportunities through communicating with existing clients, current 401(k) and 403(b) participants and prospects.

• Continually work to improve processes and procedures and identify opportunities to provide enhanced client service.

• Help provide both verbal and written plans to communicate the recommended solutions following firm guidelines.

• Promote professional development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry.

• Stay abreast of significant changes or developments (e.g., taxation, regulatory, legal, competitive, and technical) within the fields of investments and financial services.

• Assist with the planning and implementation of 3-4 client appreciation events annually – which may be in the evenings or on the weekend.

• Maintain all required licenses and designations – strong focus on employee education.

• Competitive salary and potential growth bonus structure offered.

Key Competencies

• Minimum of two years related financial planning and client relationship management experience with an RIA, wire house or insurance broker-dealer preferred OR a recent college graduate with a degree in financial planning.

• Bachelor’s Degree in a related field of study.

• FINRA Series 7 & 65 OR willingness to obtain these licenses.

• CRM experience (Redtail) a plus, or willingness to learn.

• LPL ClientWorks system experience is also a plus.

• Exceptional client relationship management skills - both internal and external client facing.

• Positive attitude with the ability to effectively manage change and adapt in a continual and rapidly changing environment.

• Be able to meet deadlines, be very detail process oriented and strong client communication skills.

• Very organized with the ability to deviate from one project to another.

• Possess a strong work ethic and the ability to multitask.

• Accept feedback and constructive criticism well.