Job Description

We are

Regimen Wealth

, an Atlanta-based independent wealth management firm. We focus on serving high net worth individuals and families, and helping them realize their dreams and goals through in-depth financial planning. We are looking for talented and caring individuals who are passionate about their work, people, learning, growing and making a meaningful impact for our team and clients. Our company culture is transparent and empathetic, agile and growth-oriented, and unyielding in doing our best, supporting each other and delivering high-touch, high-value wow experience to our clients.

We are seeking to add a talented and personable

Associate Advisor

to our team. In this role, you will be working directly with our lead advisors, supporting them with financial planning and client relationship management, and developing to become an advisor within our team.

Your Key Responsibilities:

Scheduling, data gathering and management

Inputting financial planning data into our planning software, analyzing the data, running scenarios, and formulating personalized recommendations

Meeting prep and follow-up

Attend, participate and present in client meetings

Support clients with advice implementation

Manage client questions and service requests proactively

Support with ad hoc client and/or firm projects

Deepening your professional expertise around financial planning, investment management and behavioral finance

Ensure consistent compliance with firm policies and industry rules and regulations in all aspects of the role at all times

A successful candidate's profile will include the following:

Professional, reliable, and friendly with optimistic attitude

A people's person; ability and desire to build relationships with clients, team members and other professionals

A coachable learning machine; naturally curious and eager to turn challenges into solutions

Strong individual and team-player, willing to offer support as needed

Driven by a job well-done, being the best version of self, and strong ethical compass

Analytical and organized with strong attention to detail while not losing sight of the big picture

Excellent communication skills (oral, written, AND interpersonal; empathy and listening)

Ability to adapt and navigate change and ambiguity

Passionate about financial planning, behavioral finance, and investment management and self-motivated to continue to develop and deepen relevant knowledge and skills

Comfortable with tech and social media is a plus

No immediate sales experience requirement, but desire to learn to grow client base through relationship building in the future

Qualifications:

Bachelor's degree

4+ years of relevant experience, personal financial planning and client-facing preferred

CFP, CPA, JD or CPA; CFP designation preferred or willing to obtain

Must pass criminal background and credit checks

Please include your resume a cover letter detailing why you believe you would be a great fit for the role and an excellent addition to our team.

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Vision insurance
Work Location: In person