AWM Private Wealth Advisor

Thursday, March 11, 2021 10:48 AM | Anonymous

AWM’s Mission: To empower each member of our community to own all facets of their wealth in a comprehensive way, that maximizes their financial well-being, as well as the impact and legacy they will leave on their community and beyond. AWM works as trusted partners with athletes, business founders, and venture capitalists to help them see that wealth is comprehensive.

AWM’s Values:

• Driven to Win – partnering with clients to make successful lifetime decisions

• Empathetic – going beyond wealth management to look out for our clients’ best interests in all

that they do

• Gritty – we’re scrappy and we don’t quit

• Impactful – help clients sustain their success by leveraging their wealth to maximize and

impact all areas of their lives

• Intellectually Curious – always on the hunt for ways to grow, adapt, and improve

• Ownership – each team members takes extreme ownership over their own job and our

collective work together; we all act as owners in the success of our clients

AWM Private Wealth Advisor Role

A Private Wealth Advisor at AWM focuses on communicating with clients and responding to their needs by collaborating effectively with all members of the firm in order to provide the highest level of quality and excellence for our clients.

Responsibilities

• Project management of all client-related assignments and tasks for each client

• Draft and implement financial plans as part of a financial planning team

• Work with AWM’s Investment team on financial plan implementation

• Actively participate in client meetings

• Take the lead on answering/routing client questions

• Active collaboration with firm’s planning team and share best practices

• Assign projects to Senior Associates and Associates and supervise their quality and timeliness

Requirements

• 3-5 years of experience in a financial planning role

• Ability to be coached & mentored in the AWM Capital Way

• Bachelor’s Degree

• CFP® certification (required); CPWA® certification a plus

To Apply: Please send resume to marissa@awmcap.com

https://awmcap.com/careers


FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283


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