Education / Experience Requirements:Bachelor's Degree, preferably in finance, financial planning, accounting, economics, or taxPreferred designations: MBA, CFA, CFP, or CHFCPrefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environmentKnowledge and Skills Requirements:Desire to establish new relationships and build businessAdvanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation and employee benefitsAbility to maintain confidentialityAbility to quickly grasp changing situations and react appropriatelyDemonstrated social presence and social awarenessWilling and able to learn and adapt to new situations and responsibilitiesExceptional oral and written communication skillsDemonstrated desire to reach out to people, understand their needs and maintain frequent contactDesire to continually learn and work hardSuperior organizational skills, attention to detail, follow-through and accuracyAbility to travel about 40% of the timeResponsibilities:Provide financial counseling and investment management services to AMG clients that meet AMG's standards and practicesMaintain highly respected and confidential relationships with AMG clientsMaintain the highest level of client satisfaction with AMG's servicesTake initiative, provide valued advice and be proactive with clientsDevelop new business; obtain and follow up on referrals to new clients; use prospect database appropriatelyFully understand and help market the full array of AMG's servicesHelp build AMG's image in the communityUnderstand and be able to explain AMG's methodologies, economic scenarios and recommendationsContribute to effective and efficient firmwide financial counseling practices, as requestedMaintain highly effective and respectful working relationships with AMG staff of all levelsManage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needsMaintain up-to-date knowledge of all investment and financial counseling-related subject areasEffectively set and communicate prioritiesRegularly attend and participate in conference calls and staff meetingsDemonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detailExercise effective judgmentAdapt to changes and new responsibilitiesOther duties as assignedJob applications will be accepted through December 31, 2024AMG 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.
Job Title
Financial Counselor Associate