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Associate

Job Description

AWM Associate Role

The role of an Associate at AWM Capital is one that collaborates with all members of AWM to provide the highest level of excellence in service to our clients. As an Associate you will work with a wide range of clients, including professional athletes, business leaders, and founders. You will be one of the main keys enabling them to unlock the full potential of their wealth. An AWM Associate prides himself or herself on being incisive. He/She strives to constantly improve. He/She tends to be precise about his use of time and priorities. This person will feel that “quality is job number one” and precision and accuracy are vitally important.

A successful Associate will be intuitive and able to ask good questions at the right time, in order to get the critical & complete information needed. A successful Associate for AWM should possess the skills below and be prepared to complete the outlined responsibilities.

Skills:

  • Self-Starter – demonstrates initiative and willingness to get started without a lot of direction.
  • Decision Maker – analyzes all aspects of a situation to make consistently sound and timely decisions.
  • Continual Learner – takes initiative to regularly learn new concepts, technologies and/or methods.
  • Planning and Organization – establishes courses of action to ensure that work is
    completed effectively
  • Time and Priority Management – prioritizes and completes tasks in order to deliver desired outcomes within allotted time frames.
  • Creative Problem Solver – defines, analyzes and diagnoses key components of a problem to formulate a solution.

Responsibilities:

  • Critical member of AWM planning team in servicing clients; this includes direct support of the firm’s planners and advisors in their day-to-day client activities
  • Assuming primary responsibility for client onboarding – including new client applications, account maintenance, wire requests, custodial alerts, and other client service needs
  • Responding promptly to client questions and service requests and following through to make sure tasks are completed
  • Administrative work on behalf of client including categorizing expenses, preparing meeting documents, and managing a holistic view of client relationships
  • Communicating professionally with clients via phone, text, and email
  • Participating in client meetings and taking notes for follow-ups & action items
  • Maintaining client information & records to ensure they all stay up to date

Requirements:

  • Bachelor’s Degree
  • 1-2 years of experience in financial planning or relevant coursework or training
  • Series 65 License (passing the Series 65 within the first 30-60 days of hire is a
    requirement for continued employment at AWM)
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