AWM Capital Wealth Strategist Pasadena, CA · Full time

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AWM exists to serve our clients within a comprehensive framework. We strive to be an example to a broken financial industry of what a multi-family office could look like that is fiercely loyal to its clients, has an extreme depth of experience and expertise with the clients we serve, and constantly seeks to innovate this comprehensive view of wealth that prepares clients for the future and encourages them to use their wealth for maximum impact.

Why choose AWM Capital?

At AWM Capital, we've experienced remarkable growth over the past decade through our commitment to delivering world-class services, tailoring our business to elite professionals, and developing a prestigious industry reputation. We place great emphasis on recruiting top-tier talent and fostering an environment conducive to personal and professional growth. Our focus on leadership, expansive services, and unique clients helps cultivate an atmosphere of learning opportunities. At AWM Capital, we take pride in our ability to positively influence the lives of both our employees and clients.

The Role of a Wealth Strategist at AWM Capital

The role of a Wealth Strategist at AWM Capital involves focusing on communicating with clients and responding to their needs by collaborating effectively with all members of the firm to provide the highest level of quality and excellence for our clients. As a leader within the firm, you will be tasked with project management, client responsibility, and mentorship of others.

Key Behaviors and Skills Candidates Should Possess

• Preparedness: Execute client engagements being absolutely polished and prepared.
• Dynamic: Being able to see the big picture and anticipate the unexpected; proactive rather than reactive.
• Time Management: Delegating, prioritizing, and managing multiple complex tasks.
• Responsiveness: Highly responsive and personable to colleagues and clients.
• Innovative: Driven to win and seeks continuous improvement for themself and the business.
• Leadership: Empathetic towards others and takes ownership to create successful outcomes for oneself, teammates, and clients.

 

Key Responsibilities

• Project management of all client-related assignments and tasks for each client.
• Mastery of complex financial planning.
• In-depth knowledge of tax planning, estate planning, investments, insurance, and other core services.
• Management of workflow execution and delegation to deliver timely work.
• Internal and external meeting preparation and lead communication.
• Enhance internal processes and workflows.
• Highly responsive to clients and team members via text, phone, and apps.
• Strong leadership and mentorship towards team members.
• Ability to answer complex client questions with polished communication skills.
• Capable of stepping in and supporting Advisors during client engagements.

 

Requirements

• Bachelor’s Degree & Series 65
• CFP certification; CPWA certification a plus
• 3-5 years’ experience in a financial planning role.