Careers at AMJ Financial Wealth Management

AMJ Financial Wealth Management is currently seeking:


“Associate Wealth Advisor”

Company Description:

AMJ Financial Wealth Management and affiliates, an independent wealth management firm, is a 15 year old boutique wealth management firm providing clients with both portfolio management and financial planning.  We work with high-net worth families, individuals and women.  Our firm’s mission is to first seek to understand what success means to our clients, and then through superior advice and client services, provide them with a path to create their success. AMJ Financial WM is seeking a full-time Associate Wealth Advisor to work with our Lead Wealth Manager in providing outstanding service to our clients.

Job Description:

The Associate Wealth Advisor’s role is to assist the Lead Wealth Manager in achieving AMJ Financial Wealth Managements business goals.  The Associate Wealth Advisor at AMJ WM is responsible for establishing and maintaining client relationships.  Additionally, they will be asked to develop and deliver financial plans.  This position will also be responsible for performing investment research and assisting with daily client investment transactions while adhering to compliance policies.

Functional Responsibilities:

Client Relationships

  • Accountable for client retention, handling day-to-day client management and advice delivery for clients
  • Prepares reports for client review meetings
  • Lead review meetings for low and medium complexity clients
  • Take necessary follow up action from client meetings
  • Identify new advice needs of existing clients
  • Identify and pursue new clients
  • Maintains client communication schedule within Salesforce

Develops, service, and delivers financial plans for clients

  • Gather, analyze and input client data into MoneyGuidePro
  • Collaborate on preparation of financial plans with client services team members
  • Prepare meeting agenda, client portfolio analysis

Assists in portfolio & investment research for Investment Team

  • Performs research on new positions
  • Assists Portfolio Manager in rebalancing positions

Firm Activities

  • Promote firm brand at client events and other marketing venues
  • Assist with social media initiatives 

Desired Skills & Experience:

  • Series 7, 65 or 66 and a clean U-4 are required
  • At least three years of securities experience
  • Great organizational skills and attention to operational controls
  • Excellent oral and written communication and presentation skills
  • Good problem solving and analytical skills
  • Ability to maintain professional demeanor in a high volume, fast paced office environment
  • Proficiency in Excel, PowerPoint, and Word
  • Experience in the following software a plus:  Salesforce.com, Black Diamond Performance Reporting, MoneyGuidePro, Red/Black Rebalance Express; LaserApp
  • Strong ability to manage multiple priorities
  • Self-motivated
  • Mature presence with sophisticated investors
  • Bachelor’s degree, preferably in business or marketing, with excellence in academics and strong leadership experience
  • CFP candidate preferred

If you are looking to grow within the Wealth Management industry, we offer a great working environment, salary and benefits, as well as strong career path to grow with a dynamic company.  Please send resume to bbender@166.78.121.198/amjfinancial.com/public_html.  In the subject line please include the job description name.

Please no calls or postal mail.