Associate Wealth Manager

About Us

WealthFD is a boutique fee-only, fiduciary financial planning firm devoted to helping dentists expand what’s possible with money and connect their money to life. We provide a truly complete and integrated service including personal bookkeeping, tax preparation, and real financial planning under one roof. We are a young company with drive and a start-up mentality.

We are searching for an Associate Wealth Manager to support our financial planning services and develop into a lead advisor. This requires a desire to become a specialist in all wealth management, career, and tax planning needs of dentists. You will work with a small number of clients (less than 50) in a highly personal and in-depth manner. As an Associate Wealth Manager, you will learn and support Wealth Managers in all areas of financial planning.

Core Values

• We are Friends... with clients and teammates. That means we help others when needed, go the extra mile, care, and are trustworthy.
• Be the Best. We take pride in our firm and the work we do for clients. Likewise, we hold ourselves to the highest standards.
• Own it. We take ownership, accountability, and responsibility for our work, behaviors, and results. We're honest, admit when we're wrong, and learn collectively from mistakes.
• Question Everything. Nothing is set in stone. We challenge conventional thoughts and encourage strong opinions.
• Work Hard, Play Hard. We work hard... but balance it with a fun work environment and encourage disconnected time off.

Benefits

• Defined career path with the ability to become a Lead Wealth Manager within 2 years (yes, even if you're young), and partnership within 5 years. Significant mentorship and encouragement for professional, career, and personal growth.
• Competitive salary with achievement based incentives.
• 100% Employer-Paid Health Insurance. Dental Insurance. Vision Insurance.
• 401(k) with 5% Employer Contribution.
• Employer-Paid TSA Pre-Check
• Employer-Paid Amazon Prime Membership
• Company issued cell phone and laptop.
• Quarterly Parties... to celebrate our accomplishments together. Plus, we cover the cost of a rideshare service to get you home safely.

• Participate in client meetings. Take notes, enter tasks, and complete follow-ups.
• Take ownership of client cash flow planning. Manage account connections and complete personal bookkeeping reports for review with Wealth Managers.
• Complete custodian paperwork and establish profiles in portfolio management/reporting systems.
• Organize client files, notes, and records. Proactively find opportunities to fill the gaps in missing information.
• Build financial planning projections in eMoney for review with Wealth Managers.
• Complete meeting preparation for all onboarding and periodic review client meetings.
• Answer all incoming client requests and communications within 1 day.
• Lead internal prep for client meetings. Ensure all team members are prepared and up-to-date on clients.
• Become an expert in the financial needs of dentists including career path, ownership considerations, tax management techniques, and more.

Requirements

• Bachelor’s degree in Financial Planning, Finance, Accounting, or related field. Minimum 3.5 GPA.
• Ability to reliably commute to our Conshohocken, PA office. We do our best work collaborating together as a team.
• Comfortable in a fast-growing start-up environment. You will know objectives and will need to collaborate on the best ways to complete a task.
• Desire to grow into a 'lead' role quickly (within 2-3 years).
• Desire to pursue the CFP, CPA, and EA designations.
• Excellent communication skills - on the phone, in person, and in writing. Since you are often the front-line support for our clients, it’s important that you can communicate without errors, promptly, and with ease.
• Cloud-based applications, e-signatures, and new technology don’t daunt you. We use a lot of technology.
• You sincerely love working with people. You treat your teammates and clients with respect and care. Our clients become friends and we do everything we can to advocate on their behalf.