Wealth Advisor

REDW LLC, one of the Southwest’s largest and fastest growing certified public accounting and business advisory firms, with offices in New Mexico, Arizona, Oregon, and Oklahoma, is excited to have been awarded Top Workplace 2024, 2023, 2022 and 2021 honors for both the state of Arizona and the state of New Mexico.

AZCentral and The Albuquerque Journal also recognized REDW with special Cultural Excellence awards in Compensation, Remote Work, and Formal Training categories.

The Wealth Advisor supports senior Wealth leaders with client relationships while also managing their own clients and is responsible for handling projects, compliance and operational tasks, analysis and research, and financial planning.

ESSENTIAL FUNCTIONS

• Develop & manage client relationships.
• Organize and assist in client presentations for financial plans and performance reports.
• Organize and perform compliance functions and testing.
• Proactively assist advisors and financial planners with analysis, trading, and operational tasks.
• Work with other team members to deliver exceptional client service.
• Assist in financial planning process and implement recommendations with other advisors.
• Rebalance portfolios, create recommendations, and implement strategy.
• Ensure that client portfolios are managed according to the asset allocation.
• Participate as active member of Investment Committee.
• Develop new processes and procedures when necessary to meet expected and required client service levels and client requests.
• Stay current with changes in regulatory rules/regulations and industry practices.
• Assist in the strategic development of the department, including marketing.
• Manage projects for growth, to increase efficiencies, and to improve client experience.
• Research and recommend changes to software and/or processes when appropriate.

KNOWLEDGE AND SKILLS

• Experience in managing client relationships.
• Strong problem solving and critical thinking skills.
• Strong interpersonal skills including speaking and written communication skills.
• Positive, self-starter attitude and desire to exceed expectations.
• Strong attention to detail, highly organized and focused on work quality.
• Knowledge of operations for wealth management firm/Registered Investment. Advisor (RIA).
• Ability to manage and implement projects and tasks with little direction.

QUALIFICATIONS

• Bachelor’s degree.
• Financial accreditations: CPA, PFS, CFP^®, or CFA^®
• 5+ years of relevant wealth management experience.
• Securities 65 or 66 license.

REDW is proud of our commitment to equal pay for equal work. Knowing our team members are multi-dimensional people, we take special consideration to value each candidate. The potential annualized pay range for this position is $104,621 - $130,777. We make compensation offers within the range based on a range of individual factors, including but not limited to location, skills, experience, training, licensure and certifications, business needs, and applicable employment laws. These factors may also be taken into consideration to offer above or below the pay range. 

Sharing pay information upfront fosters an open, transparent dialogue around how we value candidates’ unique strengths. We believe talented people from all backgrounds should feel welcomed, supported and empowered to create forward-thinking solutions for our clients.

BENEFITS HIGHLIGHTS

Competitive Benefits Package - Our competitive benefits package includes Medical, Dental, Vision, HSA, FSA, Disability Insurance, Life and AD&D Insurance, Supplemental coverage, and 401(k) with employer match.

Employee Wellness - We care about overall employee wellness, offering monthly reimbursements for expenses like gym memberships, training programs, health apps and more.

Time Off - On top of PTO and paid sick time, REDW observes ten (10) paid holidays each year and offers our team members two floating holidays chosen by your department. 

Exclusive Perks - Our Access Perks program helps team members maximize budgets with exclusive perks for travel, shopping, and more, offering thousands of discounts with travel and entertainment providers.

Professional Development - We pride ourselves on our entrepreneurial spirit at REDW and so are big fans of learning and development. Our customized Learning Management System (LMS), Spiirall, offers development resources, training, education credits and more for professional and personal betterment.

Remote Worker Allowance - Along with providing essential technology needs, we help equip remote team members to succeed with an annual $150 work-from-home allowance for key gear in their home-offices.

Credentialing & Licensure - Credentialing support, licensing exam bonuses and longevity awards.

As an equal opportunity employer, REDW actively fosters a diverse and inclusive workplace. We encourage all qualified candidates to apply, as we believe that diversity of perspectives and backgrounds leads to further innovation and success. At REDW, we do not tolerate any discrimination based on race, color, religion, gender, sexual orientation, national origin, age, disability or other legally protected statuses.

REDW is committed to providing reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or to participate in our recruiting process, please send us an email at [email protected].