Associate Advisor

Venturi Private Wealth is an independent private wealth management firm and multi-family office with offices in Austin and Oklahoma City. The majority of Venturi clients are first-generation wealth creators that have created their wealth as successful entrepreneurs and public company executives. The firm mission is to turn new money into long-term, generational wealth for the benefit of clients, their families, and society with an innovative approach to wealth management. Venturi has 30 team members and manages over $2 billion across public markets, private equity, and alternative investments.

Pre-requisites for Position

• At least two years of experience in the financial services or investment industry (typical applicant will have two to five years of industry experience)
• Proficiency in financial planning and investment analysis
• Capable of navigating and utilizing software stacks relevant to wealth management (including Microsoft Office, CRM software, and financial planning tools)
• Acquired or in the process of acquiring CFP® (or equivalent) credentials
• Extremely strong communication skills, both written and verbal
• Confident and self-motivated with a strong work ethic

Responsibilities

• Acquire CFP® credentials
• Craft financial and investment plans with guidance from Lead Advisors
• Discuss and relay findings from the analysis of client/prospect financial data and statements
• Prepare materials for and attend client/prospect meetings, including investment and planning recommendations
• Help prepare business development messaging and content
• Assist with various marketing and business development activities
• Actively participate in outreach to prospective clients identified via business development efforts

Performance Measures

• Continued development of technical skills related to financial planning and investment analysis
• Mastery of navigation and utilization of software packages
• Achievement of personal accreditations (i.e. CFP®)
• Effectiveness of communication with clients/prospects
• Fundamental understanding of the client journey and ability to competently deliver the full suite of wealth management services
• Ability to successfully complete periodic associate advisor assessments.

This is an exceptional opportunity to join a growing team of high-caliber professionals. Enthusiasm and a willingness to roll up your sleeves are a must. Total compensation includes a base salary and bonus commensurate with relevant experience.