Kennewick, Washington, United States · On-site
It’s a great time to join our close knit and growing, fiduciary wealth management firm. Get all the advantages of working with a large company in a small business environment. Not only do we take pride in what we do, we …
Skills: Financial Planning, Client Relationship Management, Financial Analysis, Retirement Modeling, Risk Management
Kennewick, Washington, United States • On-site
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The Associate Wealth Advisor assists advisor teams in managing client relationships and supporting business development efforts. Key duties include gathering client data, performing financial modeling, and preparing client review materials.
A bachelor's degree in business, finance, or a related field is required, along with a Series 65/66 certification or the willingness to obtain it within 180 days. Industry designations such as CFP, CRPC, or AIF are desired.
It’s a great time to join our close knit and growing, fiduciary wealth management firm. Get all the advantages of working with a large company in a small business environment. Not only do we take pride in what we do, we have fun changing lives every day!
As recognized by InvestmentNews as a “Best Place to Work for Financial Advisors,” Petersen Hastings Wealth Advisors is a high-energy, collaborative team, with a mentoring culture that focuses on excellence, integrity, and servicing our clients to the best of our ability. If you have a desire to grow in the financial services industry, enjoy being incentivized for exceptional work, and thrive on exceeding the financial needs and goals of our clients, apply today!
Overview
The Associate Advisor is responsible for assisting the Advisor Team in managing existing client relationships and supporting their business development efforts. This position formulates and implements advice but also relies on technical specialists to develop recommendations within an individual specialist’s area of expertise. Responsibilities also include monitoring service level data gathering, modeling, case design, scenario building, plan development and presentation development.
Essential Duties and Responsibilities
Prerequisites
Education and Experience
Skills and Knowledge
Personal and Interpersonal
About Petersen Hastings Wealth Advisors
With current offices located in Kennewick and Walla Walla, WA, Petersen Hastings provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor and client.
We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success. For more information about Petersen Hastings, please visit us at: www.PetersenHastings.com.
If you find that you have the above characteristics, we invite you to discuss being a part of our team. To apply, submit your cover letter and resume to https://petersenhastings.bamboohr.com/jobs/. Petersen Hastings is an equal opportunity employer.
Discovering where you're most invested in life. Building you the financial freedom to live it.
Petersen Hastings provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor and client. We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success. www.PetersenHastings.com
Offices: 8203 W Quinault Ave., Suite 101, Kennewick, WA 99336, US
Discovering where you're most invested in life. Building you the financial freedom to live it.
Petersen Hastings provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor and client. We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success. www.PetersenHastings.com
Offices: 8203 W Quinault Ave., Suite 101, Kennewick, WA 99336, US
