Investment Advisor Service Associate Full Time NEW

Correct Capital Wealth Management is a Registered Investment Adviser (RIA) in downtown Clayton, MO. and we are looking for an experienced Investment Advisor Service Associate. We are honored to serve the financial planning and investment needs of our clients, and retirement plans of dozens of employers across the Midwest. Our tagline is “Trust Matters.” Our clients’ trust is our greatest asset and we work to earn and maintain that trust every day.

The role is collectively responsible for operational tasks and handling of clint request and transactions ensuring effective communication with clients and prospects.  

Responsibilities May Include:

·        Facilitate, execute and/or review a variety of client requests and transactions including new account

applications, funds movement and related organization and follow through.

·        Serve as a liaison to custodians, money managers, accountants, and other external advisors/vendors.

·        Assist with marketing and coordinating events.

·        Learn and run various specialized, financial software applications.

·        Create and update various excel reports, database projects, and other special projects as directed by

the CEO and Founder.

We can accommodate those looking for 30-40 hours a week

Desired Qualifications and Background

·        Bachelor’s degree with business or accounting/finance emphasis preferred.

·        Excellent analytical skills

·        Strong critical thinking and problem-solving abilities/resourcefulness

·        Detail-oriented and thorough with desire to produce error-free output.

·        Proactive self-starter with demonstrated initiative and proven project ownership skills.

·        Team player experience and mentality; willing to give best effort on full spectrum of tasks ranging

from simple/repetitive to complex/challenging.

·        Strong organizational and multi-tasking abilities to prioritize and manage numerous projects with

different client service teams/ individuals.

·        High energy level, positive attitude, strong work ethic, quick learner

·        Ability to work in a fast-paced, evolving environment.

·        Eager to learn new skills in a variety of financial planning areas.

·        Excellent verbal and written communication skills

Preferred Skills and/or Experience:

·        Experience with portfolio management systems (Black Diamond, RedTail, Outlook, MarketingPro)

and/or Fidelity Wealthscape considered a plus.

·        Advanced knowledge of Microsoft Office, particularly Excel

·        Prior experience in an Investment Advisor Service Associate role, preferred.

Excellent Benefits Include:

·     Competitive salary paid semi-monthly – annual base salary range $55,000-65,000 dependent on

previous tenure and experience.

• Individual Incentive- 10% annual bonus, paid semi-annually
• Team-based Bonus- based on firm-level revenue growth
• Basic benefits package, provided first of month after completing 30 days or as reflected below, including:
• 401(k) profit sharing plan with Company match
• Medical, dental and vision coverage is provided. The firm pays 50% of employee coverage.

Dependent coverage is available, the cost will be provided to you.

• Basic Life, AD&D and disability (short and long-term) coverage is fully paid by the firm
• Voluntary term life and AD&D insurance, 100% employee paid
• Eligibility for the company’s retirement plan begins once you have completed six months’ service
• Firm will make a safe harbor matching contribution equal to 100% of your salary deferrals that do

do not exceed 6% of your compensation.

• Employer Profit-Sharing Contributions, the discretionary contribution has been 3% of compensation

(vesting schedule applies)

• PTO and paid holidays (NYSE market observed holidays)
• Company paid parking
• Advancement opportunities