550 Silver Spur Road
Rolling Hills Estates,
At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey. Arise means empowering our clients to live their best life. To not just be happy, but fulfilled. To arise is a daily commitment to get up, focus on your long-term vision and consistently choose to rise above any circumstance that comes your way while having the support of your financial advisors. We are currently looking for an Associate Advisor and a Financial Services Intern.
Summary of Essential Duties:Comprehensive relationship management duties for existing Arise clients and clients new to Arise including family members of existing relationships and referrals from existing households.
Candidates must incorporate our holistic approach which includes comprehensive financial planning, portfolio construction, implementation, and management. We take a disciplined approach to ongoing service and regular reviews which involves updating financial plans, monitoring, rebalancing, and reallocation of client portfolios. Responsible for monitoring and managing both accumulation and distribution strategies. We expect our new team member to assimilate to our methodologies for financial planning and portfolio management. Candidates must be able to confidently interact with our clients, gain trust, and take control of relationships, including the personal and emotional aspects of our client’s financial goals and objectives.
Specific areas of responsibility include, but are not limited to:
Collaborative Team Support
Expanding the breadth and depth of our existing Arise client relationships
Two to three years of experience managing client relationships, or
Experienced Client Associate interested in growing into a financial advisor role, or
Tenured financial advisor with an existing book of business, and capacity to manage more Arise existing relationships and our new referral business
Must be motivated and willing to adopt our processes and approach
Bachelor’s degree required
Series 7 and 63 required
Insurance Certification preferred or a strong desire to obtain Insurance Certification
Licensed or enrolled in Certified Financial Planner® program a plus – if not licensed or enrolled, must want to become a Certified Financial Planner®
Excellent written and verbal communications skills; strong typing and note-taking skills, including being able to transcribe client meeting notes efficiently and accurately
Superior customer service skills
Advanced level computer skills; strong knowledge of Microsoft Office Suite
Exceptional organizational skills; ability to multi-task in a dynamic environment
Comfort with being a "team player" and doing whatever is needed, big or small
Able to manage and get along with diverse personalities
Professional appearance and demeanor
Well-developed interpersonal skills
A willingness and drive to succeed
Must be able to commute to our office in Rolling Hills Estates, CA.
Starting at $75,000+, depending on experience.
4% 401k match +2% possible profit sharing contribution
70% of health care premiums employer-paid
80 hours PTO
How to Apply Please send a cover letter and resume to email@example.com . Please list your 'Name-Associate Advisor’ in the subject line of the email.
General DescriptionThe intern shall be charged with supporting the core functions of Arise and the administrative team as it relates to the overall needs of the business. This is an opportunity to gain experience working within a successful financial advisory practice. Your work will help you gain working knowledge of how Arise operates and how we service our clients. This position is an in-office opportunity at our office in Rolling Hills Estates, CA.Responsibilities
Assist staff with secretarial and clerical duties as it relates to office activities and client meetings
Coordinate newsletter and mass mailings
Meeting preparation and take down
Scan all new client docs
Schedule and confirm appointments for existing clients
Maintain office calendar
Coordinate lunch and gift orders
Answer incoming phone lines and screen to ensure incoming calls are redirected to the appropriate team member
Greet incoming clients and vendors to assure they are comfortable while waiting for their appointment
Process holiday cards
Provide data integrity support for Black Diamond client portal
Enter key data for financial planning reports
Create excel worksheets and other presentations that analyze and present various performance and key client data statistics
Other office duties as assigned
Proficiency in Microsoft Office Tools such as Word, PowerPoint and Excel
Excellent verbal and written communication skills
Highly organized, with absolute attention to detail
Ability to work independently and establish priorities
Ability to handle multiple requests simultaneously and respond quickly
Ability to remain positive, motivated, and focused during dynamic and demanding busyperiods
Desire to be supportive and helpful to the team
Fast learner and good note taker
Excellent problem solving abilities
Internship may progress into a full-time position as a client service associate
Intern may receive a recommendation letter at the end of the internship
The keys for progression to the next level are demonstrated ability to execute on activities assigned with a positive attitude and the willingness to serve our clients and the firm
Intern will be paid at a rate of $14/hr and flexible schedule available.
How to Apply
Please send a cover letter and resume to firstname.lastname@example.org . Please list your 'Name-Internship' in the subject line of the email. Applications accepted through September 23, 2022.
At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey.
550 Silver Spur Road, Suite 350
Rolling Hills Estates, CA 90275
(310) 270-9033 DIRECT
(310) 272-5871 FAX
(800) 934-4903 TOLL FREE
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