Education / Experience Requirements:

Bachelor’s Degree, preferably in finance, financial planning, accounting, economics, or tax
Preferred designations: MBA, CFA, CFP, or CHFC
Prefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environment

Knowledge and Skills Requirements:

Desire to establish new relationships and build business
Advanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation and employee benefits
Ability to maintain confidentiality
Ability to quickly grasp changing situations and react appropriately
Demonstrated social presence and social awareness
Willing and able to learn and adapt to new situations and responsibilities
Exceptional oral and written communication skills
Demonstrated desire to reach out to people, understand their needs and maintain frequent contact
Desire to continually learn and work hard
Superior organizational skills, attention to detail, follow-through and accuracy
Ability to travel about 40% of the time

Responsibilities:

Provide financial counseling and investment management services to AMG clients that meet AMG’s standards and practices
Maintain highly respected and confidential relationships with AMG clients
Maintain the highest level of client satisfaction with AMG’s services
Take initiative, provide valued advice and be proactive with clients
Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
Fully understand and help market the full array of AMG’s services
Help build AMG’s image in the community
Understand and be able to explain AMG’s methodologies, economic scenarios and recommendations
Contribute to effective and efficient firmwide financial counseling practices, as requested
Maintain highly effective and respectful working relationships with AMG staff of all levels
Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs
Maintain up-to-date knowledge of all investment and financial counseling-related subject areas
Effectively set and communicate priorities
Regularly attend and participate in conference calls and staff meetings
Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail
Exercise effective judgment
Adapt to changes and new responsibilities
Other duties as assigned
Job applications will be accepted through February 28th, 2025.

AMG is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.

AMG National Trust

New Jobs

Financial Wealth Management Associate