Wealth Strategist - Pasadena, CA/Phoenix, AZ
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
Impactful – help clients sustain their success by leveraging their wealth to maximize and impact all areas of their lives
Empathetic – going beyond wealth management to look out for clients’ best interests in all they that do
Intellectually Curious – always on the hunt for ways to grow, adapt, and improve
Gritty – we’re scrappy and we don’t quit
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 Wealth Strategist Role
A Wealth Strategist 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