Associate Advisor

**The most exciting parts of this job**

**Joining a work family that legit cares about one another. **The #StewCrew is tight. Our office is warm, chill, and positive. We’ll celebrate your birthday, include you in conferences, introduce you to all of our clients, hug you when you're sad, etc. Our culture is our magic, so we’re looking for chemistry and fit ahead of technical skills. If you’re chosen for an interview, it’s SUPER important that you come as you are, because we need to make sure we vibe. You would be joining the best group of people you could meet, and we can’t afford to mess with that.

**You matter to us as a human. **When something comes up in your life that takes priority over work, just tell us about it, and we’ll work around it Whether that’s your kid’s school concert, a weird mole you need checked out, or you’re experiencing an emergency with your pet. Life’s moments are important and it’s not for us to decide what those important moments are for you.

**Cooperation over competition. **Our advisors don’t compete for clients or argue over commissions at Steward Group. Everyone is paid a salary and we work together to give our clients the very best of all of us.

**We’re casual AF.** You don’t have to dress up for the office unless you want to And sometimes we do like to coordinate outfits for special occasions, because it’s fun. We’re about being real and authentic because we know that when people are comfortable they do their best work. Plus, our clients are also coming to the office dressed in sneakers or work boots, and it’s important for us that everyone is at ease here.

**Who we are**

**Steward Group exists to guide wealth for good.** We know our stuff, yes, but we’re not just about numbers and spreadsheets. We’re about people, stories, and making dreams come true. It sounds corny but it’s true.

**Where you come in**

As an Associate Advisor, you’ll be the rockstar/backbone of our team. We’ll give you fair warning that this is a complex transition role that requires you to be a sponge. You’ll need to be a quick study to soak up knowledge, learn the ropes, and become the go-to person for clients and teammates alike as soon as possible. (No pressure.)

Think of yourself as the second chair at a concert; you’re crucial to the performance, supporting the lead while building your own expertise.

Your primary focus will be supporting Senior and Lead Advisors while providing exceptional service to clients and collaborating with the team on firm-wide projects.

**What you’ll be doing** Client Care Extraordinaire:

- Being nice to people (obviously)
- Gathering client data and entering it into financial planning software and our CRM
- Maintaining that client data
- Drafting and polishing financial plans
- Assisting the Operations and Investment groups with client onboarding
- Answering routine questions and handling service requests
- Uncovering new opportunities for our valued clients
- Listening to our clients and getting to know their stories, goals, and dreams
- Staying up to date with industry rulings and policies
- Identifying loyal client advocates

Contributing to The Team:

- Being nice to people (yes, we said that already but it is important)
- Being a good teammate
- Understanding and aligning to the firm’s vision, mission, and strategy
- Engaging in team building activities and making an honest effort to integrate into the #StewCrew
- Building an in-depth knowledge of the firm’s investment strategies
- Managing the execution of transactions on behalf of the Lead or Senior Advisors
- Ensuring non-solicited trades meet the client’s risk tolerance
- Prospecting and following through on sales leads using the firm’s workflows
- Sharing knowledge and experience to enhance the development of all team members

Core Engagement Expectations:

- Being present in client meetings, listening, and adding value
- Focusing on your second chair duties
- Providing meeting prep for Lead and Senior Advisors and leading client case prep
- Providing client follow-up and engagement for pre/post meeting updates
- Supporting the advisory team by creating presentations and materials for business development meetings
- Supporting the team by crafting and updating SOPs and workflows for improved efficiency and simplification
- Helping to streamline our workflows and SOPs, always looking for ways to make things better.
- Placing trades on behalf of advisors who took the order

**What you bring to the table**

Qualifications we’re looking for:

- Development in core financial planning and development of core client cases
- A college degree with the ambition to pursue or complete the CFP® exam
- At least 4 years of direct advisory experience
- Stellar communication skills—both written and verbal
- Strong time management and organizational skills
- A genuine passion for helping people achieve their financial dreams
- The desire to be part of a wo