The Associate Wealth Advisor is a unique opportunity to collaborate with a growing team of advisors with key professional expertise to accomplish client goals. This individual will partner with a Wealth Advisor to manage client relationships and actively participate in the advanced planning process to address retirement, risk management, estate, and tax considerations.
This is a salaried position with a competitive benefits package. Buckingham pays 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.
As an associate you’ll be a part of our collaborative and service-oriented culture that includes ongoing feedback and development programs including mentoring, volunteer opportunities, leadership opportunities and more.
Essential Duties and Responsibilities
Develops a mastery of Buckingham investment philosophy and evidence-based investing
Creates a personalized Investment Policy Statement and holistic strategy for each client
Facilitates the consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings
Serves day-to-day client needs and collaborates with team members to ensure the highest level of service
Manages client onboarding process
Develops an area of expertise on a firm process and/or advanced planning topic to add value to the firm
Actively participates in business development efforts
Engages in business planning efforts and actively supports firm’s strategic priorities
Desired Skills and Experience
Education and/or Work Experience
3+ years of direct client-facing experience
Professional Certifications; CFP, CPA/ PFS preferred
Series 65 within 90 days of employment
Team player and collaborative; uses the resources of the firm
Well-developed interpersonal and communication skills – able to build trusted relationships
High personal standards and sound judgment
Ability to think critically and to process complex financial scenarios
Strong attention to detail and accuracy
Strong time management skills – ability to multi-task and manage deadlines
Open and receptive to feedback and coaching
About Buckingham Strategic Wealth
Founded in 1994, Buckingham helps individuals, businesses, trusts, nonprofits, retirement plans and medical practice owners achieve their most important goals by creating customized, comprehensive, evidence-based financial plans. Its investment philosophy is rooted in a disciplined, academically based perspective tailored to address each client’s distinct willingness, ability and need to accept market risk. As a registered investment advisory firm, Buckingham operates under a fiduciary obligation to its clients. The firm’s investment approach centers on modern portfolio theory implemented through evidence-based mutual funds and the firm’s fixed-income portfolio design and execution capabilities.
Buckingham employs more than 300 associates and has over 25 office locations nationwide. Also part of the Buckingham family is BAM Advisor Services, a turnkey asset manager provider for registered investment advisory firms across the United States. Founded in 1997 as an outgrowth of Buckingham, BAM Advisor Services provides its partner firms, known collectively as The BAM ALLIANCE, with comprehensive wealth management solutions and support. Member firms share a fiduciary pledge to act i...n their clients’ best interests, helping investors and their families take control of their financial futures. The BAM ALLIANCE community now includes more than 130 likeminded, independent wealth management firms throughout the United States. As of June 30, 2018, Buckingham Strategic Wealth and BAM